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.3 years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Recordkeeping | $58,022 |
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 | $203,128 | $136,307+49.0% | $177,821+14.2% | $73,488+176.4% |
| Participation rate | 87.9% | 86.1%+1.7pp | 87.7%+0.1pp | 70.7%+17.2pp |
| Annual return | 12.61% | 18.68%-6.1pp | 48.32%-35.7pp | 28.51%-15.9pp |
| Employer contribution / active EE | $2,585 | $3,712-30.4% | $5,918-56.3% | $2,270+13.9% |
| Participant deferral / active EE | $4,534 | $5,829-22.2% | $7,714-41.2% | $3,740+21.2% |
| Admin fee / account holder | $420 | $596-29.4% | $12,427-96.6% | $513-18.1% |