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 RETIREMENT SERVICES - OH Service code 15 · EIN 13-3745616 | Recordkeeping | $36,840 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,896 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,685 | $44,425-73.7% | $67,834-82.8% | $55,167-78.8% |
| Participation rate | 98.0% | 59.7%+38.3pp | 68.8%+29.2pp | 69.0%+29.0pp |
| Annual return | 8.04% | 17.80%-9.8pp | 138.47%-130.4pp | 169.23%-161.2pp |
| Employer contribution / active EE | $3,937 | $1,351+191.3% | $2,403+63.8% | $1,963+100.6% |
| Participant deferral / active EE | $842 | $2,166-61.1% | $3,160-73.3% | $3,054-72.4% |
| Admin fee / account holder | $253 | $530-52.4% | $4,622-94.5% | $504-49.9% |