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 Service code 99 | Other Fees | $24,375 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 | Other Services | $5,720 |
Filed as: PINNACLE PENSION CONSULTANTS, LL Service code 99 · EIN 04-3298265 | Other Fees | $0 |
Service code 49 · EIN 04-2530412 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,717 | $69,362+19.3% | $101,248-18.3% | $73,488+12.6% |
| Participation rate | 79.6% | 68.4%+11.2pp | 75.8%+3.8pp | 70.7%+8.9pp |
| Annual return | 18.22% | 18.46%-0.2pp | 46.47%-28.3pp | 28.51%-10.3pp |
| Employer contribution / active EE | $2,816 | $2,628+7.1% | $3,660-23.1% | $2,270+24.0% |
| Participant deferral / active EE | $6,494 | $3,300+96.8% | $4,370+48.6% | $3,740+73.7% |
| Admin fee / account holder | $262 | $704-62.8% | $5,945-95.6% | $513-48.9% |