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.7+ years Filed as: PENTEGRA RETIREMENT SERVICES - OH Service code 15 · EIN 13-3745616 | Recordkeeping | $10,577 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,936 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,527 | $63,442-58.2% | $68,791-61.4% | $66,914-60.4% |
| Participation rate | 70.2% | 60.0%+10.2pp | 69.0%+1.2pp | 69.8%+0.4pp |
| Annual return | -12.79% | -8.29%-4.5pp | -6.38%-6.4pp | 1.58%-14.4pp |
| Employer contribution / active EE | $3,467 | $1,775+95.3% | $2,655+30.6% | $2,544+36.3% |
| Participant deferral / active EE | $1,678 | $2,945-43.0% | $3,941-57.4% | $4,237-60.4% |
| Admin fee / account holder | $81 | $577-85.9% | $4,932-98.3% | $593-86.3% |