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 7-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, INC Service code 15 · EIN 13-3745616 | Recordkeeping | $5,543 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,141 | $60,349-71.6% | $74,183-76.9% | $62,891-72.7% |
| Participation rate | 96.8% | 72.7%+24.0pp | 76.6%+20.2pp | 69.3%+27.5pp |
| Annual return | 8.13% | 21.37%-13.2pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $855 | $1,680-49.1% | $2,370-63.9% | $2,281-62.5% |
| Participant deferral / active EE | $1,363 | $2,856-52.3% | $3,550-61.6% | $3,203-57.5% |
| Admin fee / account holder | $117 | $4,261-97.3% | $5,586-97.9% | $4,296-97.3% |