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.1 year Filed as: PENTEGRA SERVICES INC. Service code 15 · EIN 13-3745616 | Recordkeeping | $6,959 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,233 | $47,922+102.9% | $75,886+28.1% | $65,185+49.2% |
| Participation rate | 86.8% | 63.0%+23.8pp | 69.3%+17.5pp | 70.2%+16.6pp |
| Annual return | 16.76% | 24.12%-7.4pp | 30.76%-14.0pp | 29.38%-12.6pp |
| Employer contribution / active EE | $1,576 | $1,557+1.2% | $2,500-37.0% | $2,177-27.6% |
| Participant deferral / active EE | $4,058 | $2,550+59.1% | $3,603+12.6% | $3,514+15.5% |
| Admin fee / account holder | $32 | $532-93.9% | $5,418-99.4% | $847-96.2% |