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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $51,834 |
Filed as: PINNACLE PENSION CONSULTANTS Service code 99 · EIN 81-0776852 | Other Fees | $35,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,260 | $69,362+103.7% | $101,248+39.5% | $73,488+92.2% |
| Participation rate | 77.0% | 68.4%+8.6pp | 75.8%+1.2pp | 70.7%+6.3pp |
| Annual return | 19.60% | 18.46%+1.1pp | 46.47%-26.9pp | 28.51%-8.9pp |
| Employer contribution / active EE | $3,517 | $2,628+33.8% | $3,660-3.9% | $2,270+54.9% |
| Participant deferral / active EE | $7,070 | $3,300+114.3% | $4,370+61.8% | $3,740+89.1% |
| Admin fee / account holder | $322 | $704-54.2% | $5,945-94.6% | $513-37.2% |