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 10-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 |
|---|---|---|
PINNACLE BANK5 years Service code 21 · EIN 62-1829917 | Bank Trustee | $24,626 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $880 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,017 | $65,435-54.1% | $86,677-65.4% | $66,914-55.1% |
| Participation rate | 71.7% | 75.5%-3.8pp | 76.6%-4.9pp | 69.8%+1.9pp |
| Annual return | -11.98% | -10.89%-1.1pp | 35.91%-47.9pp | 1.58%-13.6pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,717 | $4,100-33.7% | $4,656-41.6% | $4,237-35.9% |
| Admin fee / account holder | $142 | $642-77.8% | $7,493-98.1% | $593-76.0% |