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.9+ years Filed as: PENTEGRA RETIREMENT SERVICES - OH Service code 15 · EIN 13-3745616 | Recordkeeping | $12,959 |
Filed as: CENTERLINE WEALTH ADVISORS, LLC Service code 27 · EIN 47-2881397 | Advisory (Plan) | $4,754 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,146 | $56,053-37.3% | $75,972-53.7% | $80,856-56.5% |
| Participation rate | 47.2% | 62.0%-14.8pp | 69.1%-21.8pp | 67.6%-20.4pp |
| Annual return | 12.10% | 20.53%-8.4pp | 359.55%-347.5pp | 35.59%-23.5pp |
| Employer contribution / active EE | $11,223 | $1,874+498.8% | $2,685+318.0% | $2,755+307.4% |
| Participant deferral / active EE | $3,767 | $3,052+23.5% | $4,255-11.5% | $4,296-12.3% |
| Admin fee / account holder | $221 | $5,234-95.8% | $6,467-96.6% | $6,918-96.8% |