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.6+ years Filed as: PENTEGRA RETIREMENT SERVICES - OH Service code 15 · EIN 13-3745616 | Recordkeeping | $10,506 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,113 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,075 | $60,776-57.1% | $85,682-69.6% | $79,386-67.2% |
| Participation rate | 65.1% | 62.1%+3.0pp | 69.9%-4.8pp | 70.7%-5.6pp |
| Annual return | 14.26% | 16.57%-2.3pp | 21.49%-7.2pp | 116.85%-102.6pp |
| Employer contribution / active EE | $2,064 | $1,663+24.1% | $2,618-21.2% | $2,427-15.0% |
| Participant deferral / active EE | $1,193 | $2,919-59.1% | $3,923-69.6% | $4,046-70.5% |
| Admin fee / account holder | $89 | $438-79.7% | $6,873-98.7% | $626-85.8% |