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 |
|---|---|---|
PINNACLE PRIVATE WEALTH LLC1 year Service code 27 · EIN 27-0149074 | Advisory (Plan) | $109,179 |
BOIVIN & ASSOCIATES1 year Service code 10 · EIN 27-1516157 | Accounting | $6,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$70,997 |
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 | $70,787 | $88,874-20.4% | $123,544-42.7% | $75,289-6.0% |
| Participation rate | 94.1% | 75.9%+18.3pp | 82.3%+11.8pp | 72.4%+21.7pp |
| Annual return | -4.81% | 4.22%-9.0pp | 119.20%-124.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $2,038 | $3,256-37.4% | $4,628-56.0% | $2,405-15.3% |
| Participant deferral / active EE | $8,850 | $6,174+43.4% | $6,426+37.7% | $3,739+136.7% |
| Admin fee / account holder | $30 | $95-67.9% | $9,284-99.7% | $102-70.4% |