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 INVESTMENTS LLC Service code 22 507 PLUM ST STE 120 · SYRACUSE, NY 13204 | Insurance Broker | $8,126 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,278 | $86,332-63.8% | $125,175-75.0% | $65,185-52.0% |
| Participation rate | 51.6% | 75.3%-23.7pp | 79.8%-28.1pp | 70.2%-18.6pp |
| Annual return | 18.53% | 27.43%-8.9pp | 43.79%-25.3pp | 29.38%-10.9pp |
| Employer contribution / active EE | $634 | $2,040-68.9% | $3,865-83.6% | $2,177-70.9% |
| Participant deferral / active EE | $2,203 | $3,537-37.7% | $4,937-55.4% | $3,514-37.3% |
| Admin fee / account holder | $30 | $609-95.1% | $9,702-99.7% | $847-96.4% |