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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $14,230 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC. TPA DIVISIO Service code 15 · EIN 13-3745616 | Recordkeeping | $4,621 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,933 | $34,308+138.8% | $74,701+9.7% | $72,985+12.3% |
| Participation rate | 64.2% | 42.4%+21.8pp | 54.5%+9.7pp | 69.5%-5.3pp |
| Annual return | 16.86% | 26.58%-9.7pp | 752.92%-736.1pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,504 | $692+117.4% | $1,084+38.8% | $2,440-38.4% |
| Participant deferral / active EE | $2,806 | $1,271+120.7% | $1,964+42.9% | $3,607-22.2% |
| Admin fee / account holder | $339 | $2,124-84.0% | $3,333-89.8% | $5,124-93.4% |