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.8+ years Filed as: PENTEGRA RETIREMENT SERVICES - OH Service code 15 · EIN 13-3745616 | Recordkeeping | $0 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,445 | $51,045-40.4% | $70,515-56.8% | $71,457-57.4% |
| Participation rate | 54.6% | 59.4%-4.8pp | 68.3%-13.7pp | 67.9%-13.3pp |
| Annual return | 11.87% | 42.63%-30.8pp | 32.77%-20.9pp | 28.85%-17.0pp |
| Employer contribution / active EE | $3,240 | $1,790+81.0% | $2,973+9.0% | $2,588+25.2% |
| Participant deferral / active EE | $1,135 | $3,026-62.5% | $4,567-75.1% | $4,289-73.5% |
| Admin fee / account holder | $117 | $1,994-94.1% | $6,412-98.2% | $1,587-92.6% |