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 | $8,475 |
Filed as: PINNACLE PENSION CONSULTANTS, LL Service code 99 · EIN 04-3298265 | Other Fees | $0 |
Service code 49 · EIN 04-2530412 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,344 | $64,119-13.7% | $112,228-50.7% | $66,914-17.3% |
| Participation rate | 93.0% | 68.5%+24.5pp | 75.1%+17.9pp | 69.8%+23.2pp |
| Annual return | -15.24% | -13.81%-1.4pp | 27.45%-42.7pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,627 | $3,005-12.6% | $3,635-27.7% | $2,544+3.3% |
| Participant deferral / active EE | $7,717 | $3,693+109.0% | $4,728+63.2% | $4,237+82.1% |
| Admin fee / account holder | $234 | $625-62.6% | $6,410-96.4% | $593-60.6% |