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.5+ years Filed as: PENTEGRA RETIREMENT SERVICES - OH Service code 15 · EIN 13-3745616 | Recordkeeping | $19,174 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,727 | $55,636-64.5% | $81,983-75.9% | $73,488-73.2% |
| Participation rate | 67.6% | 62.3%+5.3pp | 69.2%-1.7pp | 70.7%-3.1pp |
| Annual return | 8.68% | 19.07%-10.4pp | 41.31%-32.6pp | 28.51%-19.8pp |
| Employer contribution / active EE | $2,425 | $1,625+49.3% | $2,498-2.9% | $2,270+6.8% |
| Participant deferral / active EE | $1,116 | $2,762-59.6% | $3,722-70.0% | $3,740-70.1% |
| Admin fee / account holder | $147 | $493-70.2% | $5,664-97.4% | $513-71.4% |