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 BANK6 years Service code 21 · EIN 62-1829917 | Bank Trustee | $22,195 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,995 | $104,607-70.4% | $96,544-67.9% | - |
| Participation rate | 67.9% | 76.2%-8.3pp | 76.0%-8.1pp | - |
| Annual return | 9.88% | 9.56%+0.3pp | 25.84%-16.0pp | - |
| Employer contribution / active EE | $0 | $2,147-100.0% | $2,965-100.0% | - |
| Participant deferral / active EE | $2,767 | $4,312-35.8% | $4,851-43.0% | - |
| Admin fee / account holder | $120 | $45,340-99.7% | $8,252-98.5% | - |