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 |
|---|---|---|
TRUTINA FINANCIAL2 years Service code 26 · EIN 20-2951773 | Advisory (Participants) | $11,738 |
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA SERVICES, INC Service code 15 · EIN 13-3745616 | Recordkeeping | $6,918 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,995 | $59,186-64.5% | $76,768-72.7% | $56,287-62.7% |
| Participation rate | 59.5% | 75.2%-15.7pp | 77.0%-17.4pp | 69.9%-10.3pp |
| Annual return | -7.19% | 6.62%-13.8pp | 2.43%-9.6pp | -9.96%+2.8pp |
| Employer contribution / active EE | $785 | $1,759-55.3% | $2,485-68.4% | $2,111-62.8% |
| Participant deferral / active EE | $1,580 | $3,255-51.5% | $3,852-59.0% | $3,350-52.8% |
| Admin fee / account holder | $263 | $489-46.3% | $6,675-96.1% | $521-49.6% |