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.1+ years Filed as: PENTEGRA SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $5,503 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $454 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,282 | $70,667-47.2% | $123,104-69.7% | $52,331-28.8% |
| Participation rate | 89.3% | 83.7%+5.6pp | 86.8%+2.5pp | 68.1%+21.2pp |
| Annual return | -3.14% | 6.23%-9.4pp | 13.22%-16.4pp | 4.54%-7.7pp |
| Employer contribution / active EE | $1,728 | $2,946-41.3% | $5,151-66.5% | $1,882-8.2% |
| Participant deferral / active EE | $2,581 | $4,493-42.6% | $6,230-58.6% | $3,022-14.6% |
| Admin fee / account holder | $225 | $506-55.6% | $9,015-97.5% | $592-62.0% |