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 CORPORATION5 years Service code 13 · EIN 35-0472300 | Contract Administrator | $127,319 |
BLACKBURN FINANCIAL3 years Service code 16 · EIN 45-3699214 | Consulting | $51,635 |
HUNNEX AND SHOEMAKER, INC.2 years Service code 15 · EIN 91-1072394 | Recordkeeping | $19,865 |
401K SAFE3 years Service code 15 · EIN 30-0753428 | Recordkeeping | $4,060 |
Filed as: PINNACLE FINANCIAL SERVICES, INC Service code 15 · EIN 59-2438373 | Recordkeeping | $0 |
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 | $52,946 | $56,485-6.3% | $185,823-71.5% | $86,799-39.0% |
| Participation rate | 98.4% | 65.5%+32.9pp | 81.7%+16.7pp | 72.3%+26.1pp |
| Annual return | 17.19% | 118.04%-100.8pp | 122.05%-104.9pp | 97.91%-80.7pp |
| Employer contribution / active EE | $2,900 | $1,843+57.4% | $5,167-43.9% | $2,405+20.6% |
| Participant deferral / active EE | $4,853 | $2,553+90.1% | $5,568-12.8% | $4,131+17.5% |
| Admin fee / account holder | $252 | $150+68.4% | $16,237-98.4% | $170+48.5% |