See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.5 years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Recordkeeping | $73,376 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,801 | $102,553+103.6% | $151,611+37.7% | $66,914+212.0% |
| Participation rate | 71.4% | 85.5%-14.1pp | 87.5%-16.1pp | 69.8%+1.6pp |
| Annual return | -6.45% | -10.82%+4.4pp | 3.33%-9.8pp | 1.58%-8.0pp |
| Employer contribution / active EE | $2,268 | $4,180-45.8% | $6,166-63.2% | $2,544-10.9% |
| Participant deferral / active EE | $4,804 | $6,641-27.7% | $8,363-42.6% | $4,237+13.4% |
| Admin fee / account holder | $540 | $630-14.3% | $11,616-95.4% | $593-9.1% |