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) | $28,325 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,131 |
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 | $64,356 | $77,660-17.1% | $109,143-41.0% | $79,386-18.9% |
| Participation rate | 98.2% | 67.8%+30.4pp | 75.9%+22.3pp | 70.7%+27.5pp |
| Annual return | 21.33% | 23.44%-2.1pp | 25.75%-4.4pp | 116.85%-95.5pp |
| Employer contribution / active EE | $3,262 | $2,797+16.6% | $3,722-12.4% | $2,427+34.4% |
| Participant deferral / active EE | $10,000 | $3,518+184.3% | $4,653+114.9% | $4,046+147.2% |
| Admin fee / account holder | $222 | $732-69.7% | $6,752-96.7% | $626-64.6% |