See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PINNACLE FINANCIAL GROUP Service code 99 · EIN 90-0950862 | Other Fees | $26,224 |
UNITED BENEFIT PENSIONS INC.5 years Service code 49 175 BROADHOLLOW RD STE 160 · MELVILLE, NY 11747 | Other Services | $8,365 |
MORNINGSTAR6 years Service code 27 | Advisory (Plan) | $2,476 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,540 | $81,625+36.6% | $167,512-33.4% | $74,304+50.1% |
| Participation rate | 99.1% | 60.0%+39.1pp | 77.1%+22.0pp | 60.3%+38.7pp |
| Annual return | 13.30% | 26.09%-12.8pp | 1615.79%-1602.5pp | 29.43%-16.1pp |
| Employer contribution / active EE | $16,260 | $2,010+708.8% | $3,882+318.9% | $2,241+625.5% |
| Participant deferral / active EE | $0 | $4,115-100.0% | $6,405-100.0% | $3,767-100.0% |
| Admin fee / account holder | $28 | $3,474-99.2% | $9,769-99.7% | $2,969-99.1% |