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) | $35,582 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,490 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,933 | $76,670-29.7% | $96,683-44.2% | $71,457-24.5% |
| Participation rate | 97.2% | 66.6%+30.6pp | 74.3%+22.8pp | 67.9%+29.3pp |
| Annual return | 26.68% | 48.29%-21.6pp | 35.69%-9.0pp | 28.85%-2.2pp |
| Employer contribution / active EE | $3,152 | $3,031+4.0% | $3,737-15.6% | $2,588+21.8% |
| Participant deferral / active EE | $9,022 | $3,771+139.2% | $4,878+84.9% | $4,289+110.4% |
| Admin fee / account holder | $177 | $2,028-91.3% | $6,730-97.4% | $1,587-88.8% |