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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PINNACLE FINANCIAL GROUP Service code 99 · EIN 90-0950862 | Other Fees | $17,223 |
UNITED BENEFIT PENSIONS INC.1+ years Service code 49 | Other Services | $13,620 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,531 | $65,557-73.3% | $64,056-72.6% | $71,457-75.5% |
| Participation rate | 76.3% | 73.2%+3.1pp | 72.3%+4.0pp | 67.9%+8.4pp |
| Annual return | 0.00% | 18.94%-18.9pp | 33.69%-33.7pp | 28.85%-28.8pp |
| Employer contribution / active EE | $449 | $2,669-83.2% | $2,747-83.6% | $2,588-82.6% |
| Participant deferral / active EE | $3,657 | $3,626+0.9% | $3,880-5.8% | $4,289-14.7% |
| Admin fee / account holder | $108 | $616-82.5% | $3,068-96.5% | $1,587-93.2% |