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 6-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 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Recordkeeping | $32,424 |
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 | $79,864 | $136,307-41.4% | $177,821-55.1% | $73,488+8.7% |
| Participation rate | 91.8% | 86.1%+5.7pp | 87.7%+4.1pp | 70.7%+21.1pp |
| Annual return | 11.81% | 18.68%-6.9pp | 48.32%-36.5pp | 28.51%-16.7pp |
| Employer contribution / active EE | $2,616 | $3,712-29.5% | $5,918-55.8% | $2,270+15.2% |
| Participant deferral / active EE | $4,820 | $5,829-17.3% | $7,714-37.5% | $3,740+28.9% |
| Admin fee / account holder | $121 | $596-79.6% | $12,427-99.0% | $513-76.3% |