See peer percentile detail. $4.99 for your first month.
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See the 9-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 |
|---|---|---|
Filed as: PINNACLE AN NPPG COMPANY Service code 15 · EIN 59-2438373 | Recordkeeping | $287,739 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $214,471 |
Filed as: 3(16) FIDUCIARY SERVICES Service code 14 · EIN 45-4813650 | Plan Administrator | $85,788 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $46,845 |
TOMASEK LAW OFFICE LLC4 years Service code 29 · EIN 81-2347682 | Legal | $26,625 |
Filed as: SOURDERS FINANCIAL ADVISORS RIA Service code 27 · EIN 82-4516448 | Advisory (Plan) | $12,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,372 | $122,114-68.6% | $96,139-60.1% | $101,517-62.2% |
| Participation rate | 31.2% | 40.2%-8.9pp | 68.4%-37.2pp | 74.6%-43.3pp |
| Annual return | 26.59% | 22.60%+4.0pp | 191.94%-165.4pp | 21.00%+5.6pp |
| Employer contribution / active EE | $593 | $938-36.8% | $2,797-78.8% | $2,973-80.1% |
| Participant deferral / active EE | $1,960 | $2,166-9.5% | $4,349-54.9% | $4,873-59.8% |
| Admin fee / account holder | $37 | $1,652-97.8% | $5,537-99.3% | $139-73.4% |