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 | Recordkeeping | $5,158 |
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 | $58,594 | $48,576+20.6% | $169,463-65.4% | $56,287+4.1% |
| Participation rate | 99.3% | 65.8%+33.5pp | 77.8%+21.5pp | 69.9%+29.4pp |
| Annual return | -6.09% | -2.51%-3.6pp | 1.83%-7.9pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,423 | $1,559-8.8% | $4,159-65.8% | $2,111-32.6% |
| Participant deferral / active EE | $3,014 | $3,275-8.0% | $5,277-42.9% | $3,350-10.0% |
| Admin fee / account holder | $146 | $435-66.5% | $9,109-98.4% | $521-72.1% |