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 BANK8 years Service code 21 · EIN 62-1829917 | Bank Trustee | $26,623 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,210 | $98,727-64.3% | $113,168-68.9% | $85,563-58.8% |
| Participation rate | 70.0% | 80.8%-10.9pp | 76.6%-6.6pp | 66.0%+4.0pp |
| Annual return | 14.63% | 17.43%-2.8pp | 24.27%-9.6pp | 31.51%-16.9pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $2,975-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,067 | $5,424-43.5% | $5,107-39.9% | $4,375-29.9% |
| Admin fee / account holder | $129 | $357-63.9% | $12,068-98.9% | $834-84.6% |