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 28 9 SOUTH LONG BEACH ROAD · ROCKVILLE CENTRE, NY 11570 | Investment Management | $6,715 |
Service code 28 · EIN 71-0294708 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,291 | $57,610-11.0% | $154,803-66.9% | $102,872-50.1% |
| Participation rate | 7.6% | 59.5%-51.8pp | 78.1%-70.4pp | 73.0%-65.4pp |
| Annual return | 61.60% | 30.49%+31.1pp | 58.88%+2.7pp | 19.06%+42.5pp |
| Employer contribution / active EE | $19 | $1,883-99.0% | $4,305-99.5% | $3,526-99.4% |
| Participant deferral / active EE | $427 | $2,914-85.4% | $5,540-92.3% | $5,535-92.3% |
| Admin fee / account holder | $56 | $368-84.9% | $14,329-99.6% | $292-81.0% |