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: PINNACLE PENSION CONSULTANTS Service code 27 1492 HIGHLAND AVE STE 9 · NEEDHAM, MA 02492 | Advisory (Plan) | $28,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,772 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,949 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,151 | $53,165+1.9% | $86,188-37.2% | $74,419-27.2% |
| Participation rate | 94.0% | 64.9%+29.1pp | 69.0%+25.0pp | 70.7%+23.3pp |
| Annual return | 26.23% | 22.64%+3.6pp | 1168.45%-1142.2pp | 34.38%-8.2pp |
| Employer contribution / active EE | $1,515 | $1,210+25.2% | $2,380-36.3% | $2,637-42.6% |
| Participant deferral / active EE | $6,008 | $3,234+85.8% | $3,985+50.8% | $4,528+32.7% |
| Admin fee / account holder | $117 | $551-78.7% | $6,852-98.3% | $348-66.3% |