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 SPECIALISTS2+ years Service code 99 · EIN 82-0494856 | Other Fees | $27,652 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,705 | $59,535-29.9% | $90,160-53.7% | $62,292-33.1% |
| Participation rate | 81.1% | 73.0%+8.1pp | 76.9%+4.2pp | 69.5%+11.6pp |
| Annual return | 25.28% | 23.53%+1.8pp | 34.88%-9.6pp | 28.90%-3.6pp |
| Employer contribution / active EE | $2,108 | $1,826+15.5% | $3,318-36.5% | $2,042+3.2% |
| Participant deferral / active EE | $3,791 | $4,639-18.3% | $5,288-28.3% | $3,169+19.6% |
| Admin fee / account holder | $16 | $337-95.1% | $5,943-99.7% | $479-96.6% |