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 INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $31,773 |
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA RETIREMENT SERVICES - SC Service code 15 · EIN 27-4470015 | Recordkeeping | $16,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,318 | $23,385-43.0% | $69,182-80.7% | $57,658-76.9% |
| Participation rate | 61.5% | 37.9%+23.6pp | 55.1%+6.4pp | 70.2%-8.7pp |
| Annual return | 10.23% | -659.34%+669.6pp | -21.93%+32.2pp | 5.13%+5.1pp |
| Employer contribution / active EE | $679 | $422+60.6% | $1,206-43.7% | $1,974-65.6% |
| Participant deferral / active EE | $882 | $843+4.6% | $1,897-53.5% | $3,061-71.2% |
| Admin fee / account holder | $124 | $82+50.7% | $2,697-95.4% | $95+30.9% |