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 | $29,396 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,719 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $12,130 |
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 | $28,712 | $47,456-39.5% | $172,739-83.4% | $77,787-63.1% |
| Participation rate | 22.1% | 66.3%-44.1pp | 82.6%-60.5pp | 73.2%-51.1pp |
| Annual return | 19.67% | 35.57%-15.9pp | 802.84%-783.2pp | 32.57%-12.9pp |
| Employer contribution / active EE | $192 | $1,574-87.8% | $5,143-96.3% | $2,504-92.3% |
| Participant deferral / active EE | $759 | $2,560-70.3% | $5,198-85.4% | $3,967-80.9% |
| Admin fee / account holder | $58 | $81-28.0% | $13,954-99.6% | $100-41.8% |