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.2 years Service code 15 · EIN 13-3745616 | Recordkeeping | $6,159 |
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 | $64,864 | $56,972+13.9% | $182,532-64.5% | $65,185-0.5% |
| Participation rate | 94.4% | 66.5%+27.8pp | 78.0%+16.4pp | 70.2%+24.2pp |
| Annual return | 20.19% | 27.67%-7.5pp | 148.54%-128.4pp | 29.38%-9.2pp |
| Employer contribution / active EE | $1,262 | $1,615-21.9% | $4,076-69.0% | $2,177-42.0% |
| Participant deferral / active EE | $3,409 | $3,526-3.3% | $5,524-38.3% | $3,514-3.0% |
| Admin fee / account holder | $201 | $528-61.9% | $8,592-97.7% | $847-76.3% |