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.5 years Service code 15 · EIN 13-3745616 | Recordkeeping | $49,238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,895 | $59,159+45.2% | $159,960-46.3% | $66,914+28.4% |
| Participation rate | 86.3% | 68.1%+18.2pp | 78.0%+8.3pp | 69.8%+16.5pp |
| Annual return | -13.35% | -12.26%-1.1pp | 408.60%-422.0pp | 1.58%-14.9pp |
| Employer contribution / active EE | $1,396 | $1,983-29.6% | $4,226-67.0% | $2,544-45.1% |
| Participant deferral / active EE | $3,957 | $4,395-9.9% | $6,182-36.0% | $4,237-6.6% |
| Admin fee / account holder | $275 | $591-53.5% | $8,698-96.8% | $593-53.7% |