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) | $69,712 |
Filed as: PINNACLE PENSION CONSULTANTS Service code 99 · EIN 81-0776852 | Other Fees | $30,000 |
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 | $174,813 | $77,660+125.1% | $109,143+60.2% | $79,386+120.2% |
| Participation rate | 76.5% | 67.8%+8.7pp | 75.9%+0.6pp | 70.7%+5.8pp |
| Annual return | 16.83% | 23.44%-6.6pp | 25.75%-8.9pp | 116.85%-100.0pp |
| Employer contribution / active EE | $4,052 | $2,797+44.8% | $3,722+8.9% | $2,427+66.9% |
| Participant deferral / active EE | $7,399 | $3,518+110.3% | $4,653+59.0% | $4,046+82.9% |
| Admin fee / account holder | $436 | $732-40.5% | $6,752-93.5% | $626-30.5% |