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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $37,035 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $28,301 |
PINNACLE PLAN DESIGN, LLC3 years Service code 15 · EIN 20-3970947 1985 E. RIVER RD, STE 111 · TUCSON, AZ 85718 | Recordkeeping | $5,109 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,862 | $65,409+42.0% | $98,442-5.7% | $85,850+8.2% |
| Participation rate | 76.6% | 65.0%+11.6pp | 73.3%+3.3pp | 69.3%+7.3pp |
| Annual return | 11.69% | 21.76%-10.1pp | 1492.73%-1481.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $2,425 | $2,168+11.9% | $2,960-18.1% | $2,565-5.5% |
| Participant deferral / active EE | $4,761 | $3,166+50.4% | $4,276+11.3% | $3,952+20.5% |
| Admin fee / account holder | $572 | $4,593-87.5% | $5,949-90.4% | $6,260-90.9% |