See peer percentile detail. $4.99 for your first month.
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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 35-1140070 | Contract Administrator | $36,688 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $13,048 |
Filed as: PINNACLE FINANCIAL SERVICES Service code 15 1177 HYPOLUXO ROAD · LANTANA, FL 33462 | Recordkeeping | $7,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,649 | $39,859-68.3% | $78,689-83.9% | $57,658-78.1% |
| Participation rate | 48.0% | 66.1%-18.1pp | 73.6%-25.6pp | 70.2%-22.2pp |
| Annual return | 65.30% | 18.96%+46.3pp | 62.18%+3.1pp | 5.13%+60.2pp |
| Employer contribution / active EE | $518 | $1,786-71.0% | $2,851-81.8% | $1,974-73.8% |
| Participant deferral / active EE | $1,558 | $2,248-30.7% | $3,517-55.7% | $3,061-49.1% |
| Admin fee / account holder | $151 | $76+98.4% | $4,510-96.6% | $95+59.9% |