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.1 year Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Recordkeeping | $11,131 |
Participant contribution per participant 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 | $67,924 | $81,537-16.7% | $149,718-54.6% | $69,631-2.5% |
| Participation rate | 83.0% | 86.1%-3.2pp | 87.1%-4.1pp | 70.7%+12.3pp |
| Annual return | 295.19% | 22.79%+272.4pp | 1501.63%-1206.4pp | 27571.02%-27275.8pp |
| Employer contribution / active EE | $1,164 | $3,239-64.1% | $5,445-78.6% | $2,032-42.7% |
| Participant deferral / active EE | $2,105 | $4,994-57.9% | $6,569-68.0% | $3,224-34.7% |
| Admin fee / account holder | $38 | $107-64.1% | $11,283-99.7% | $110-65.2% |