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 7-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 FINANCIAL SERVICES Service code 15 · EIN 59-2438373 | Recordkeeping | $17,548 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $6,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,939 | $44,989-24.6% | $170,442-80.1% | $77,958-56.5% |
| Participation rate | 24.8% | 64.6%-39.8pp | 83.6%-58.8pp | 71.6%-46.8pp |
| Annual return | 0.00% | 19.61%-19.6pp | 205.93%-205.9pp | 20.87%-20.9pp |
| Employer contribution / active EE | $189 | $1,466-87.1% | $5,433-96.5% | $2,310-91.8% |
| Participant deferral / active EE | $767 | $2,208-65.3% | $4,939-84.5% | $3,537-78.3% |
| Admin fee / account holder | $52 | $69-24.7% | $13,880-99.6% | $97-46.7% |