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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $79,903 |
Filed as: PINNACLE FINANCIAL SERVICES, INC Service code 15 · EIN 59-2438373 | Recordkeeping | $11,497 |
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 | $42,789 | $37,196+15.0% | $154,107-72.2% | $55,725-23.2% |
| Participation rate | 76.9% | 64.1%+12.8pp | 83.0%-6.2pp | 70.9%+6.0pp |
| Annual return | -5.37% | 1319.68%-1325.1pp | 735.12%-740.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $2,439 | $1,614+51.1% | $5,298-54.0% | $2,078+17.4% |
| Participant deferral / active EE | $3,729 | $2,068+80.3% | $5,081-26.6% | $3,356+11.1% |
| Admin fee / account holder | $230 | $102+126.7% | $13,411-98.3% | $115+100.0% |