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 | $22,500 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 | Other Services | $8,330 |
Filed as: PINNACLE PENSION CONSULTANTS, LL Service code 99 · EIN 04-3298265 | Other Fees | $0 |
Service code 49 · EIN 04-2530412 | Other Services | $0 |
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 | $80,873 | $77,660+4.1% | $109,143-25.9% | $79,386+1.9% |
| Participation rate | 83.7% | 67.8%+15.9pp | 75.9%+7.8pp | 70.7%+13.0pp |
| Annual return | 18.48% | 23.44%-5.0pp | 25.75%-7.3pp | 116.85%-98.4pp |
| Employer contribution / active EE | $3,484 | $2,797+24.5% | $3,722-6.4% | $2,427+43.5% |
| Participant deferral / active EE | $8,436 | $3,518+139.8% | $4,653+81.3% | $4,046+108.5% |
| Admin fee / account holder | $301 | $732-58.9% | $6,752-95.5% | $626-51.9% |