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 | $40,221 |
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA RETIREMENT SERVICES - SC Service code 15 · EIN 27-4470015 | Recordkeeping | $20,388 |
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.
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 | $16,470 | $28,416-42.0% | $73,545-77.6% | $69,631-76.3% |
| Participation rate | 64.2% | 38.3%+25.9pp | 54.9%+9.3pp | 70.7%-6.4pp |
| Annual return | 13.23% | -694.13%+707.4pp | -15.16%+28.4pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $911 | $430+111.6% | $1,219-25.3% | $2,032-55.2% |
| Participant deferral / active EE | $1,207 | $897+34.5% | $1,806-33.2% | $3,224-62.6% |
| Admin fee / account holder | $154 | $104+47.4% | $2,320-93.4% | $110+39.3% |