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 6-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 |
|---|---|---|
TIAA6+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $84,542 |
RBC WEALTH MANAGEMENT6+ years Service code 27 · EIN 41-1416330 2800 QUARRY LAKE DR STE 260 · BALTIMORE, MD 212093751 | Advisory (Plan) | $36,500 |
Filed as: NEW PINACLE CONSULTING GROUP, LLC Service code 16 · EIN 26-1233837 19825 B NORTHCOVE RD 105 · CORNELIUS, NC 280316445 | Consulting | $12,756 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,553 | $91,621+14.1% | $67,511+54.9% | $77,671+34.6% |
| Participation rate | 95.9% | 76.0%+20.0pp | 72.9%+23.0pp | 70.6%+25.4pp |
| Annual return | 10.73% | 14.87%-4.1pp | 3517.41%-3506.7pp | 31.21%-20.5pp |
| Employer contribution / active EE | $3,824 | $3,184+20.1% | $2,733+39.9% | $2,726+40.2% |
| Participant deferral / active EE | $4,711 | $3,906+20.6% | $4,000+17.8% | $4,648+1.4% |
| Admin fee / account holder | $189 | $176+7.3% | $3,999-95.3% | $430-56.1% |