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 | $2,099 |
UNITED BENEFIT PENSIONS INC.3 years Service code 49 | Other Services | $683 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $228 |
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 | $11,747 | $70,669-83.4% | $169,368-93.1% | $75,163-84.4% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 8.51% | 36.36%-27.8pp | 405.60%-397.1pp | 160.62%-152.1pp |
| Employer contribution / active EE | $2,725 | $2,211+23.3% | $4,013-32.1% | $2,670+2.1% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $6,221-100.0% | $4,125-100.0% |
| Admin fee / account holder | $40 | $5,402-99.3% | $9,003-99.6% | $5,651-99.3% |