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 27 · EIN 81-0776852 | Advisory (Plan) | $18,708 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,310 |
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 | $58,751 | $72,277-18.7% | $101,248-42.0% | $79,858-26.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.88% | 22.30%-4.4pp | 46.47%-28.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $3,032 | $2,692+12.7% | $3,660-17.1% | $2,471+22.7% |
| Participant deferral / active EE | $8,516 | $3,282+159.5% | $4,370+94.9% | $3,740+127.7% |
| Admin fee / account holder | $168 | $4,400-96.2% | $5,945-97.2% | $5,306-96.8% |