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.4 years Service code 15 · EIN 13-3745616 | Recordkeeping | $40,451 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,147 | $70,879+27.2% | $189,557-52.4% | $79,386+13.6% |
| Participation rate | 94.3% | 68.0%+26.4pp | 78.4%+15.9pp | 70.7%+23.6pp |
| Annual return | 12.73% | 20.70%-8.0pp | 64.17%-51.4pp | 116.85%-104.1pp |
| Employer contribution / active EE | $1,553 | $1,806-14.0% | $4,412-64.8% | $2,427-36.0% |
| Participant deferral / active EE | $4,835 | $4,081+18.5% | $6,174-21.7% | $4,046+19.5% |
| Admin fee / account holder | $242 | $647-62.6% | $9,807-97.5% | $626-61.3% |