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 BANK2 years Service code 21 · EIN 62-1829917 | Bank Trustee | $27,574 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $7,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,241 | $55,449-31.0% | $83,848-54.4% | $56,287-32.1% |
| Participation rate | 43.8% | 68.0%-24.3pp | 76.1%-32.4pp | 69.9%-26.1pp |
| Annual return | -5.56% | -1.38%-4.2pp | 850.88%-856.4pp | -9.96%+4.4pp |
| Employer contribution / active EE | $686 | $2,430-71.8% | $3,631-81.1% | $2,111-67.5% |
| Participant deferral / active EE | $1,531 | $2,935-47.9% | $4,082-62.5% | $3,350-54.3% |
| Admin fee / account holder | $564 | $656-14.1% | $5,478-89.7% | $521+8.2% |