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 BANK4 years Service code 21 · EIN 62-1829917 | Bank Trustee | $12,578 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $10,332 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 · EIN 56-0747981 | Accounting | $9,250 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,220 | $69,362-40.6% | $101,248-59.3% | $73,488-43.9% |
| Participation rate | 48.1% | 68.4%-20.3pp | 75.8%-27.7pp | 70.7%-22.6pp |
| Annual return | 10.45% | 18.46%-8.0pp | 46.47%-36.0pp | 28.51%-18.1pp |
| Employer contribution / active EE | $699 | $2,628-73.4% | $3,660-80.9% | $2,270-69.2% |
| Participant deferral / active EE | $1,532 | $3,300-53.6% | $4,370-64.9% | $3,740-59.0% |
| Admin fee / account holder | $453 | $704-35.6% | $5,945-92.4% | $513-11.7% |