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 7-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 99 · EIN 81-0776852 | Other Fees | $24,641 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $24,101 |
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 | $91,768 | $55,449+65.5% | $83,848+9.4% | $56,287+63.0% |
| Participation rate | 82.7% | 68.0%+14.7pp | 76.1%+6.6pp | 69.9%+12.9pp |
| Annual return | -5.82% | -1.38%-4.4pp | 850.88%-856.7pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,325 | $2,430-4.3% | $3,631-36.0% | $2,111+10.1% |
| Participant deferral / active EE | $6,530 | $2,935+122.4% | $4,082+60.0% | $3,350+94.9% |
| Admin fee / account holder | $161 | $656-75.4% | $5,478-97.1% | $521-69.1% |