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 7-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 SERVICES, INC Service code 15 · EIN 13-3745616 | Recordkeeping | $49,222 |
RELIANCE TRUST COMPANY3 years Filed as: RELIANCE TRUST CO. Service code 19 · EIN 45-0404698 | Securities Custodian | $0 |
TRUTINA FINANCIAL6 years Service code 26 · EIN 20-2951773 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,799 | $65,435-72.8% | $86,677-79.5% | $66,914-73.4% |
| Participation rate | 52.9% | 75.5%-22.5pp | 76.6%-23.7pp | 69.8%-16.9pp |
| Annual return | -16.59% | -10.89%-5.7pp | 35.91%-52.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,002 | $2,153-53.5% | $2,836-64.7% | $2,544-60.6% |
| Participant deferral / active EE | $1,779 | $4,100-56.6% | $4,656-61.8% | $4,237-58.0% |
| Admin fee / account holder | $240 | $642-62.6% | $7,493-96.8% | $593-59.5% |