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) | $74,810 |
Filed as: PINNACLE PENSION CONSULTANTS Service code 99 · EIN 81-0776852 | Other Fees | $30,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $160,584 | $76,670+109.5% | $96,683+66.1% | $71,457+124.7% |
| Participation rate | 75.1% | 66.6%+8.6pp | 74.3%+0.8pp | 67.9%+7.2pp |
| Annual return | 19.76% | 48.29%-28.5pp | 35.69%-15.9pp | 28.85%-9.1pp |
| Employer contribution / active EE | $590 | $3,031-80.5% | $3,737-84.2% | $2,588-77.2% |
| Participant deferral / active EE | $7,489 | $3,771+98.6% | $4,878+53.5% | $4,289+74.6% |
| Admin fee / account holder | $419 | $2,028-79.3% | $6,730-93.8% | $1,587-73.6% |