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 | Recordkeeping | $37,416 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,559 | $62,132+20.0% | $185,823-59.9% | $73,488+1.5% |
| Participation rate | 95.9% | 67.8%+28.1pp | 78.0%+17.9pp | 70.7%+25.2pp |
| Annual return | 11.20% | 20.44%-9.2pp | 35.95%-24.8pp | 28.51%-17.3pp |
| Employer contribution / active EE | $1,484 | $1,681-11.7% | $4,087-63.7% | $2,270-34.6% |
| Participant deferral / active EE | $4,772 | $3,711+28.6% | $5,632-15.3% | $3,740+27.6% |
| Admin fee / account holder | $215 | $419-48.5% | $9,500-97.7% | $513-58.0% |