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 SERVICES2+ years Filed as: PINNACLE PENSION SERVICES, INC. Service code 13 | Contract Administrator | $2,461 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,037 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,262 | $54,368-53.5% | $117,039-78.4% | $62,292-59.4% |
| Participation rate | 99.1% | 64.9%+34.2pp | 77.2%+21.9pp | 69.5%+29.6pp |
| Annual return | 11.69% | 21.77%-10.1pp | 18.95%-7.3pp | 28.90%-17.2pp |
| Employer contribution / active EE | $2,534 | $1,692+49.8% | $3,785-33.0% | $2,042+24.1% |
| Participant deferral / active EE | $3,558 | $2,269+56.8% | $3,929-9.5% | $3,169+12.3% |
| Admin fee / account holder | $30 | $493-93.9% | $5,974-99.5% | $479-93.7% |