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 9-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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,769 |
Filed as: PENTEC PENSION MGMT GROUP INC. Service code 15 · EIN 75-2776689 | Recordkeeping | $360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,203 | $67,703-68.7% | $127,761-83.4% | $65,185-67.5% |
| Participation rate | 37.4% | 74.5%-37.1pp | 79.0%-41.6pp | 70.2%-32.8pp |
| Annual return | 48.57% | 24.36%+24.2pp | 26.14%+22.4pp | 29.38%+19.2pp |
| Employer contribution / active EE | $809 | $3,724-78.3% | $4,574-82.3% | $2,177-62.8% |
| Participant deferral / active EE | $2,591 | $4,787-45.9% | $6,021-57.0% | $3,514-26.3% |
| Admin fee / account holder | $26 | $618-95.9% | $9,395-99.7% | $847-97.0% |