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 8-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $126,270 |
Filed as: PINNACLE INVESTMENTS INC Service code 27 · EIN 20-5319494 | Advisory (Plan) | $96,504 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,941 | $108,549-40.2% | $156,263-58.4% | $85,563-24.1% |
| Participation rate | 92.0% | 77.1%+14.9pp | 78.9%+13.1pp | 66.0%+26.1pp |
| Annual return | 15.55% | 21.79%-6.2pp | 59.47%-43.9pp | 31.51%-16.0pp |
| Employer contribution / active EE | $2,041 | $2,690-24.1% | $4,333-52.9% | $2,654-23.1% |
| Participant deferral / active EE | $4,845 | $4,800+0.9% | $6,158-21.3% | $4,375+10.7% |
| Admin fee / account holder | $356 | $650-45.3% | $14,255-97.5% | $834-57.4% |