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.4+ years Service code 15 · EIN 13-3745616 701 WESTCHESTE AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $25,297 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,702 | $94,529-37.9% | $140,016-58.1% | $64,186-8.5% |
| Participation rate | 81.1% | 84.1%-3.0pp | 87.5%-6.4pp | 69.6%+11.5pp |
| Annual return | -4.56% | 7.77%-12.3pp | 651.12%-655.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,575 | $3,812-58.7% | $5,606-71.9% | $2,381-33.9% |
| Participant deferral / active EE | $3,046 | $5,250-42.0% | $6,927-56.0% | $3,470-12.2% |
| Admin fee / account holder | $274 | $6,741-95.9% | $10,705-97.4% | $4,888-94.4% |