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 year Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Recordkeeping | $54,280 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $164,861 | $79,523+107.3% | $140,016+17.7% | $56,287+192.9% |
| Participation rate | 90.7% | 85.7%+4.9pp | 87.5%+3.2pp | 69.9%+20.8pp |
| Annual return | 2.46% | 2.39%+0.1pp | 651.12%-648.7pp | -9.96%+12.4pp |
| Employer contribution / active EE | $1,880 | $3,350-43.9% | $5,606-66.5% | $2,111-10.9% |
| Participant deferral / active EE | $3,789 | $5,129-26.1% | $6,927-45.3% | $3,350+13.1% |
| Admin fee / account holder | $411 | $614-33.1% | $10,705-96.2% | $521-21.1% |