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) | $76,363 |
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 | $141,575 | $64,119+120.8% | $112,228+26.1% | $66,914+111.6% |
| Participation rate | 76.3% | 68.5%+7.8pp | 75.1%+1.2pp | 69.8%+6.5pp |
| Annual return | -17.98% | -13.81%-4.2pp | 27.45%-45.4pp | 1.58%-19.6pp |
| Employer contribution / active EE | $3,432 | $3,005+14.2% | $3,635-5.6% | $2,544+34.9% |
| Participant deferral / active EE | $7,052 | $3,693+91.0% | $4,728+49.2% | $4,237+66.4% |
| Admin fee / account holder | $450 | $625-28.1% | $6,410-93.0% | $593-24.2% |