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 10-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 |
|---|---|---|
Filed as: PINNACLE PENSION CONSULTANTS, LLC Service code 70 · EIN 76-0772781 | Consulting Fees | $24,000 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $21,158 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,383 | $50,498+11.7% | $75,781-25.6% | $55,191+2.2% |
| Participation rate | 89.1% | 69.4%+19.7pp | 75.8%+13.3pp | 69.2%+19.9pp |
| Annual return | 1.35% | 1.80%-0.4pp | 9.68%-8.3pp | 10.78%-9.4pp |
| Employer contribution / active EE | $4,043 | $2,291+76.5% | $3,323+21.6% | $1,899+112.9% |
| Participant deferral / active EE | $2,758 | $2,589+6.5% | $3,651-24.5% | $3,046-9.5% |
| Admin fee / account holder | $28 | $123-77.1% | $5,299-99.5% | $91-68.9% |