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.5+ years Service code 15 · EIN 13-3745616 701 WESTCHESTE AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $24,011 |
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 | $67,301 | $109,359-38.5% | $162,163-58.5% | $72,985-7.8% |
| Participation rate | 82.6% | 84.3%-1.7pp | 87.6%-5.0pp | 69.5%+13.1pp |
| Annual return | 26.23% | 25.46%+0.8pp | 115.59%-89.4pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,805 | $3,907-53.8% | $5,614-67.8% | $2,440-26.0% |
| Participant deferral / active EE | $3,282 | $5,481-40.1% | $7,298-55.0% | $3,607-9.0% |
| Admin fee / account holder | $252 | $7,972-96.8% | $10,843-97.7% | $5,124-95.1% |