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 |
|---|---|---|
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $5,015 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH MANAGEMENT COMPANY Service code 15 | Recordkeeping | $0 |
M HOLDINGS SECURITIES INC1+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 63 · EIN 91-1802259 | 12b-1 Fees | $0 |
Filed as: PINNACLE FINANCIAL GROUP Service code 63 | 12b-1 Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,549 | $37,117-87.7% | $147,614-96.9% | $55,191-91.8% |
| Participation rate | 68.2% | 63.6%+4.6pp | 84.6%-16.4pp | 69.2%-0.9pp |
| Annual return | 5.69% | 3.44%+2.2pp | 61.98%-56.3pp | 10.78%-5.1pp |
| Employer contribution / active EE | $277 | $1,620-82.9% | $5,564-95.0% | $1,899-85.4% |
| Participant deferral / active EE | $1,519 | $1,985-23.5% | $4,895-69.0% | $3,046-50.1% |
| Admin fee / account holder | $18 | $86-79.5% | $11,611-99.8% | $91-80.7% |