See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $6,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,278 | $84,487-58.2% | $125,339-71.9% | $66,914-47.3% |
| Participation rate | 16.3% | 76.4%-60.1pp | 82.4%-66.0pp | 69.8%-53.5pp |
| Annual return | -17.33% | -8.39%-8.9pp | 572.05%-589.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $2,476 | $3,553-30.3% | $4,814-48.6% | $2,544-2.7% |
| Participant deferral / active EE | $5,983 | $6,781-11.8% | $7,446-19.7% | $4,237+41.2% |
| Admin fee / account holder | $48 | $685-93.0% | $10,010-99.5% | $593-91.9% |