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: THE PINNACLE FINANCIAL GROUP Service code 99 | Other Fees | $1,979 |
Service code 49 | Other Services | $646 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $207 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,187 | $79,449-85.9% | $189,557-94.1% | $85,850-87.0% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 5.39% | 18.45%-13.1pp | 64.17%-58.8pp | 318.53%-313.1pp |
| Employer contribution / active EE | $2,957 | $2,081+42.1% | $4,412-33.0% | $2,565+15.3% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $43 | $5,377-99.2% | $9,807-99.6% | $6,260-99.3% |