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 3-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+ years Filed as: PENTEGRA SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $14,309 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,059 | $52,953-50.8% | $172,739-84.9% | $65,185-60.0% |
| Participation rate | 80.9% | 66.2%+14.7pp | 82.6%-1.7pp | 70.2%+10.7pp |
| Annual return | 13.63% | 30.12%-16.5pp | 802.84%-789.2pp | 29.38%-15.8pp |
| Employer contribution / active EE | $1,352 | $2,190-38.2% | $5,143-73.7% | $2,177-37.9% |
| Participant deferral / active EE | $2,283 | $2,471-7.6% | $5,198-56.1% | $3,514-35.0% |
| Admin fee / account holder | $126 | $472-73.2% | $13,954-99.1% | $847-85.1% |