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.3 years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $104,546 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,179,295 | $111,608+15292.5% | $177,821+9561.0% | $73,409+23302.1% |
| Participation rate | 0.0% | 87.9%-87.9pp | 87.7%-87.7pp | 72.2%-72.2pp |
| Annual return | 36.02% | 18.23%+17.8pp | 48.32%-12.3pp | 59.29%-23.3pp |
| Employer contribution / active EE | $4,625 | $3,796+21.8% | $5,918-21.9% | $2,234+107.1% |
| Participant deferral / active EE | $6,378 | $6,199+2.9% | $7,714-17.3% | $3,805+67.6% |
| Admin fee / account holder | $55,318 | $166+33310.4% | $12,427+345.1% | $158+34937.0% |