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.1+ years Service code 15 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Recordkeeping | $4,485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,178 | $70,667-23.3% | $123,104-56.0% | $52,331+3.5% |
| Participation rate | 68.0% | 83.7%-15.8pp | 86.8%-18.8pp | 68.1%-0.1pp |
| Annual return | 1.02% | 6.23%-5.2pp | 13.22%-12.2pp | 4.54%-3.5pp |
| Employer contribution / active EE | $1,438 | $2,946-51.2% | $5,151-72.1% | $1,882-23.6% |
| Participant deferral / active EE | $2,436 | $4,493-45.8% | $6,230-60.9% | $3,022-19.4% |
| Admin fee / account holder | $74 | $506-85.3% | $9,015-99.2% | $592-87.4% |