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 19 · EIN 59-1237041 8285 S SAGINAW ST STE 9 · GRAND BLANC, MI 48439 | Securities Custodian | $15,518 |
PINNACLE WEALTH MANAGEMENT2 years Service code 26 · EIN 35-2193606 2696 S COLORADO BLVD 430 · DENVER, CO 80222 | Advisory (Participants) | $6,891 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 26 · EIN 23-2384840 5406 GATEWAY CENTRE DR · FLINT, MI 48507 | Advisory (Participants) | $6,656 |
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 | $127,614 | $52,953+141.0% | $172,739-26.1% | $65,185+95.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 21.86% | 30.12%-8.3pp | 802.84%-781.0pp | 29.38%-7.5pp |
| Employer contribution / active EE | $5,719 | $2,190+161.2% | $5,143+11.2% | $2,177+162.7% |
| Participant deferral / active EE | $4,583 | $2,471+85.5% | $5,198-11.8% | $3,514+30.4% |
| Admin fee / account holder | $276 | $472-41.4% | $13,954-98.0% | $847-67.4% |