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 |
|---|---|---|
PINKERTON RETIREMENT SPECIALISTS1+ years Service code 99 · EIN 82-0494856 | Other Fees | $12,704 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,740 | $51,244-36.1% | $80,975-59.6% | $55,167-40.7% |
| Participation rate | 80.7% | 71.7%+9.0pp | 75.8%+4.9pp | 69.0%+11.7pp |
| Annual return | 0.00% | 17.39%-17.4pp | 17.10%-17.1pp | 169.23%-169.2pp |
| Employer contribution / active EE | $2,125 | $1,770+20.1% | $3,714-42.8% | $1,963+8.3% |
| Participant deferral / active EE | $3,763 | $4,418-14.8% | $5,696-33.9% | $3,054+23.2% |
| Admin fee / account holder | $9 | $398-97.6% | $5,516-99.8% | $504-98.1% |