See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.6+ years Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 15 · EIN 13-3745616 | Recordkeeping | $23,904 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,384 | $123,793-86.0% | $177,821-90.2% | $79,858-78.2% |
| Participation rate | 84.3% | 84.7%-0.4pp | 87.7%-3.4pp | 69.6%+14.7pp |
| Annual return | -10.65% | 22.82%-33.5pp | 48.32%-59.0pp | 31.71%-42.4pp |
| Employer contribution / active EE | $1,267 | $4,095-69.1% | $5,918-78.6% | $2,471-48.7% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $178 | $7,243-97.5% | $12,427-98.6% | $5,306-96.6% |