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 |
|---|---|---|
Service code 99 · EIN 59-2937883 | Other Fees | $854,869 |
PINNACLE PENSION SERVICES5 years Service code 49 · EIN 82-0433443 | Other Services | $162,152 |
Service code 99 · EIN 22-2000222 | Other Fees | $13,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,496 | $145,877+6.6% | $150,045+3.6% | $102,872+51.2% |
| Participation rate | 96.6% | 79.8%+16.7pp | 82.3%+14.3pp | 73.0%+23.5pp |
| Annual return | 17.43% | 21.37%-3.9pp | 62.55%-45.1pp | 19.06%-1.6pp |
| Employer contribution / active EE | $3,227 | $4,710-31.5% | $4,693-31.2% | $3,526-8.5% |
| Participant deferral / active EE | $13,435 | $9,491+41.6% | $7,997+68.0% | $5,535+142.7% |
| Admin fee / account holder | $22 | $176-87.3% | $13,435-99.8% | $292-92.4% |