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) | $10,068 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,933 | $80,724-15.8% | $103,333-34.3% | $74,495-8.8% |
| Participation rate | 97.5% | 65.7%+31.8pp | 74.5%+22.9pp | 67.2%+30.3pp |
| Annual return | 16.06% | 27.56%-11.5pp | 24.88%-8.8pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $4,022 | $3,157+27.4% | $3,868+4.0% | $2,623+53.3% |
| Participant deferral / active EE | $11,092 | $3,860+187.3% | $5,057+119.3% | $4,346+155.2% |
| Admin fee / account holder | $63 | $2,368-97.3% | $8,355-99.2% | $1,942-96.8% |