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 Service code 15 · EIN 13-3745616 701 WESTCHESTE AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $24,719 |
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 | $81,993 | $123,793-33.8% | $177,821-53.9% | $79,858+2.7% |
| Participation rate | 98.9% | 84.7%+14.3pp | 87.7%+11.2pp | 69.6%+29.3pp |
| Annual return | 17.46% | 22.82%-5.4pp | 48.32%-30.9pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,698 | $4,095-58.5% | $5,918-71.3% | $2,471-31.3% |
| Participant deferral / active EE | $2,959 | $5,956-50.3% | $7,714-61.6% | $3,740-20.9% |
| Admin fee / account holder | $269 | $7,243-96.3% | $12,427-97.8% | $5,306-94.9% |