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.3 years Filed as: PENTEGRA SERVICES INC. Service code 15 · EIN 13-3745616 | Recordkeeping | $8,042 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,441 | $60,776+144.2% | $85,682+73.2% | $79,386+87.0% |
| Participation rate | 82.9% | 62.1%+20.8pp | 69.9%+13.0pp | 70.7%+12.2pp |
| Annual return | 13.74% | 16.57%-2.8pp | 21.49%-7.8pp | 116.85%-103.1pp |
| Employer contribution / active EE | $1,780 | $1,663+7.0% | $2,618-32.0% | $2,427-26.7% |
| Participant deferral / active EE | $4,531 | $2,919+55.2% | $3,923+15.5% | $4,046+12.0% |
| Admin fee / account holder | $45 | $438-89.8% | $6,873-99.3% | $626-92.8% |