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.2+ years Filed as: PENTEGRA SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $12,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,767 | $58,879-51.1% | $178,490-83.9% | $73,488-60.9% |
| Participation rate | 65.3% | 66.2%-0.9pp | 81.9%-16.6pp | 70.7%-5.3pp |
| Annual return | 11.42% | 24.86%-13.4pp | 151.07%-139.6pp | 28.51%-17.1pp |
| Employer contribution / active EE | $1,650 | $2,236-26.2% | $5,011-67.1% | $2,270-27.3% |
| Participant deferral / active EE | $2,830 | $2,567+10.2% | $5,202-45.6% | $3,740-24.3% |
| Admin fee / account holder | $104 | $400-73.9% | $13,984-99.3% | $513-79.7% |