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 BANK7 years Service code 21 · EIN 62-1829917 | Bank Trustee | $24,468 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,319 | $88,890-60.3% | $102,423-65.5% | $77,643-54.5% |
| Participation rate | 67.0% | 80.9%-13.9pp | 76.5%-9.4pp | 70.6%-3.5pp |
| Annual return | 13.67% | 24.98%-11.3pp | 29.32%-15.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $11 | $2,698-99.6% | $3,023-99.6% | $2,726-99.6% |
| Participant deferral / active EE | $2,821 | $5,145-45.2% | $5,053-44.2% | $4,647-39.3% |
| Admin fee / account holder | $125 | $235-46.9% | $9,451-98.7% | $430-70.9% |