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 | $1,923 |
UNITED BENEFIT PENSIONS INC.2 years Service code 49 | Other Services | $644 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $214 |
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 | $10,430 | $69,010-84.9% | $159,960-93.5% | $68,494-84.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -7.35% | -9.65%+2.3pp | 408.60%-416.0pp | -7.84%+0.5pp |
| Employer contribution / active EE | $2,490 | $2,213+12.5% | $4,226-41.1% | $2,596-4.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,182-100.0% | $4,027-100.0% |
| Admin fee / account holder | $31 | $4,798-99.4% | $8,698-99.6% | $5,403-99.4% |