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 FINANCIAL SERVICES, INC.10+ years Filed as: PINNACLE PENSION CONSULTANTS, LLC Service code 16 1492 HIGHLAND AVE · NEEDHAM, MA 02492 | Consulting | $35,000 |
BERRY DUNN3 years Filed as: BERRYDUNN Service code 10 PO BOX 1100 · PORTLAND, ME 04104 | Accounting | $15,525 |
T ROWE PRICE RPS INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $14,529 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,749 | $50,982+85.9% | $154,803-38.8% | $85,563+10.7% |
| Participation rate | 95.7% | 59.8%+35.9pp | 78.1%+17.6pp | 66.0%+29.7pp |
| Annual return | 13.72% | 30.35%-16.6pp | 58.88%-45.2pp | 31.51%-17.8pp |
| Employer contribution / active EE | $3,577 | $1,708+109.4% | $4,305-16.9% | $2,654+34.8% |
| Participant deferral / active EE | $5,983 | $2,474+141.8% | $5,540+8.0% | $4,375+36.8% |
| Admin fee / account holder | $68 | $846-91.9% | $14,329-99.5% | $834-91.8% |