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 | $24,432 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,028 |
UNITED BENEFIT PENSIONS INC.2+ years Service code 49 | Other Services | $3,886 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,925 | $69,763-67.1% | $67,502-66.0% | $74,495-69.2% |
| Participation rate | 61.6% | 71.4%-9.7pp | 72.9%-11.2pp | 67.2%-5.6pp |
| Annual return | 17.83% | -40.34%+58.2pp | 3512.12%-3494.3pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $1,772 | $2,704-34.5% | $2,731-35.1% | $2,623-32.5% |
| Participant deferral / active EE | $3,540 | $3,636-2.6% | $4,000-11.5% | $4,346-18.5% |
| Admin fee / account holder | $221 | $896-75.4% | $3,998-94.5% | $1,942-88.6% |