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 | $116,081-44.1% | $156,181-58.4% | $79,634-18.5% |
| Participation rate | 92.0% | 75.6%+16.4pp | 78.8%+13.2pp | 62.5%+29.5pp |
| Annual return | 15.55% | 15.89%-0.3pp | 64.87%-49.3pp | 36.46%-20.9pp |
| Employer contribution / active EE | $2,041 | $2,828-27.8% | $4,294-52.5% | $2,529-19.3% |
| Participant deferral / active EE | $4,845 | $4,584+5.7% | $6,132-21.0% | $3,835+26.3% |
| Admin fee / account holder | $356 | $854-58.4% | $14,586-97.6% | $1,002-64.5% |