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 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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 15 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $72,163 |
JULY BUSINESS SERVICES2 years Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $12,725 |
Filed as: PINNACLE PLAN DESIGN LLC Service code 15 · EIN 20-3970947 1985 E. RIVER ROAD · TUCSON, AZ 85718 | Recordkeeping | $2,335 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,184 | $49,915-15.5% | $154,803-72.7% | $74,304-43.2% |
| Participation rate | 93.9% | 54.0%+40.0pp | 78.1%+15.9pp | 60.3%+33.6pp |
| Annual return | 15.09% | 34.06%-19.0pp | 58.88%-43.8pp | 29.43%-14.3pp |
| Employer contribution / active EE | $512 | $1,611-68.2% | $4,305-88.1% | $2,241-77.2% |
| Participant deferral / active EE | $7,401 | $2,255+228.3% | $5,540+33.6% | $3,767+96.5% |
| Admin fee / account holder | $282 | $2,189-87.1% | $14,329-98.0% | $2,969-90.5% |