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.2+ years Filed as: PENTEGRA SERVICES INC. Service code 15 · EIN 13-3745616 | Recordkeeping | $5,176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,129 | $36,916-10.3% | $156,549-78.8% | $57,658-42.5% |
| Participation rate | 31.7% | 63.4%-31.8pp | 84.0%-52.4pp | 70.2%-38.6pp |
| Annual return | 6.70% | 12.38%-5.7pp | 32.23%-25.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $468 | $1,571-70.2% | $5,501-91.5% | $1,974-76.3% |
| Participant deferral / active EE | $1,007 | $1,926-47.7% | $4,871-79.3% | $3,061-67.1% |
| Admin fee / account holder | $284 | $82+244.2% | $13,027-97.8% | $95+200.4% |