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 9-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 |
|---|---|---|
PINNACLE PENSION SERVICES1+ years Filed as: PINNACLE PENSION SERVICES, INC. Service code 13 | Contract Administrator | $1,908 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,350 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,274 | $50,643-60.0% | $106,619-81.0% | $55,167-63.2% |
| Participation rate | 89.0% | 65.6%+23.4pp | 78.0%+11.0pp | 69.0%+20.0pp |
| Annual return | 6.87% | 7.02%-0.2pp | 9.42%-2.6pp | 169.23%-162.4pp |
| Employer contribution / active EE | $2,307 | $1,626+41.9% | $3,947-41.6% | $1,963+17.5% |
| Participant deferral / active EE | $3,298 | $2,208+49.4% | $3,930-16.1% | $3,054+8.0% |
| Admin fee / account holder | $32 | $488-93.5% | $6,418-99.5% | $504-93.7% |