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 Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE, STE 320E · WHITE PLAINS, NY 10604 | Recordkeeping | $26,830 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,235 | $88,370-62.4% | $112,977-70.6% | $79,858-58.4% |
| Participation rate | 70.9% | 76.8%-5.9pp | 82.6%-11.7pp | 69.6%+1.3pp |
| Annual return | 0.00% | 23.16%-23.2pp | 24.24%-24.2pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,423 | $3,398-58.1% | $4,255-66.6% | $2,471-42.4% |
| Participant deferral / active EE | $4,780 | $4,536+5.4% | $5,836-18.1% | $3,740+27.8% |
| Admin fee / account holder | $363 | $5,750-93.7% | $6,294-94.2% | $5,306-93.2% |