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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,025 |
PINNACLE INSURANCE AGENCY3 years Service code 16 · EIN 64-0936752 | Consulting | $19,495 |
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 | $42,418 | $77,813-45.5% | $123,544-65.7% | $64,186-33.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.38% | 12.48%-15.9pp | 119.20%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $4,283 | $3,014+42.1% | $4,628-7.4% | $2,381+79.9% |
| Participant deferral / active EE | $2,884 | $5,240-45.0% | $6,426-55.1% | $3,470-16.9% |
| Admin fee / account holder | $188 | $5,519-96.6% | $9,284-98.0% | $4,888-96.2% |