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) | $29,598 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,986 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,835 | $64,119-28.5% | $112,228-59.2% | $66,914-31.5% |
| Participation rate | 97.5% | 68.5%+29.1pp | 75.1%+22.5pp | 69.8%+27.7pp |
| Annual return | -14.68% | -13.81%-0.9pp | 27.45%-42.1pp | 1.58%-16.3pp |
| Employer contribution / active EE | $3,058 | $3,005+1.7% | $3,635-15.9% | $2,544+20.2% |
| Participant deferral / active EE | $8,110 | $3,693+119.6% | $4,728+71.5% | $4,237+91.4% |
| Admin fee / account holder | $163 | $625-73.9% | $6,410-97.5% | $593-72.5% |