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.2 years Filed as: PENTEGRA SERVICES INC. Service code 15 · EIN 13-3745616 | Recordkeeping | $6,201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $124,424 | $55,636+123.6% | $81,983+51.8% | $73,488+69.3% |
| Participation rate | 66.7% | 62.3%+4.4pp | 69.2%-2.6pp | 70.7%-4.0pp |
| Annual return | 12.94% | 19.07%-6.1pp | 41.31%-28.4pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,850 | $1,625+13.9% | $2,498-25.9% | $2,270-18.5% |
| Participant deferral / active EE | $4,661 | $2,762+68.8% | $3,722+25.2% | $3,740+24.7% |
| Admin fee / account holder | $33 | $493-93.3% | $5,664-99.4% | $513-93.6% |