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 |
|---|---|---|
Service code 13 · EIN 35-0472300 | Contract Administrator | $73,236 |
Filed as: PINNACLE FINANCIAL SERVICES, INC Service code 15 · EIN 59-2438373 | Recordkeeping | $9,732 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,511 | $46,173-1.4% | $170,442-73.3% | $69,631-34.6% |
| Participation rate | 71.5% | 63.9%+7.6pp | 83.6%-12.1pp | 70.7%+0.8pp |
| Annual return | 17.87% | 21.62%-3.8pp | 205.93%-188.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $2,106 | $1,610+30.8% | $5,433-61.2% | $2,032+3.6% |
| Participant deferral / active EE | $3,191 | $2,080+53.4% | $4,939-35.4% | $3,224-1.0% |
| Admin fee / account holder | $227 | $116+95.3% | $13,880-98.4% | $110+105.1% |