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 64 · EIN 71-0294708 | Recordkeeping Fees | $96,847 |
Filed as: PINNACLE PENSION CONSULTANTS Service code 99 · EIN 81-0776852 | Other Fees | $30,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,095 |
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 | $178,756 | $80,724+121.4% | $103,333+73.0% | $74,495+140.0% |
| Participation rate | 76.6% | 65.7%+11.0pp | 74.5%+2.1pp | 67.2%+9.4pp |
| Annual return | 17.00% | 27.56%-10.6pp | 24.88%-7.9pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $3,379 | $3,157+7.0% | $3,868-12.6% | $2,623+28.8% |
| Participant deferral / active EE | $7,873 | $3,860+104.0% | $5,057+55.7% | $4,346+81.2% |
| Admin fee / account holder | $470 | $2,368-80.1% | $8,355-94.4% | $1,942-75.8% |