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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Pa... | $23,289 |
Filed as: PINNACLE PENSION CONSULTANTS, LLC Service code 16 · EIN 76-0772781 144 TURNPIKE ROAD, SUITE 110 · SOUTHBOROUGH, MA 01772 | Consulting | $23,125 |
RSM US LLP1+ years Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $12,650 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,084 |
RSM US LLP1+ years Filed as: RSM MCGLADREY, INC. Service code 10 191 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $2,750 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $136,633 | $54,320+151.5% | $67,652+102.0% | $52,331+161.1% |
| Participation rate | 93.7% | 73.6%+20.1pp | 75.7%+18.0pp | 68.1%+25.6pp |
| Annual return | 0.91% | 6.81%-5.9pp | 6625.04%-6624.1pp | 4.54%-3.6pp |
| Employer contribution / active EE | $2,938 | $1,544+90.3% | $2,266+29.7% | $1,882+56.1% |
| Participant deferral / active EE | $6,946 | $2,950+135.4% | $3,560+95.1% | $3,022+129.8% |
| Admin fee / account holder | $247 | $527-53.0% | $4,821-94.9% | $592-58.2% |