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 10-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 WEALTH ADVISORS4 years Service code 59 · EIN 93-1133012 | Shareholder Servicing | $76,977 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,338 | $91,407-29.6% | $135,903-52.7% | $71,457-10.0% |
| Participation rate | 97.6% | 75.7%+22.0pp | 81.9%+15.7pp | 67.9%+29.7pp |
| Annual return | 29.95% | 29.90%+0.1pp | 68.23%-38.3pp | 28.85%+1.1pp |
| Employer contribution / active EE | $5,634 | $3,703+52.1% | $4,856+16.0% | $2,588+117.7% |
| Participant deferral / active EE | $11,958 | $7,092+68.6% | $7,758+54.1% | $4,289+178.8% |
| Admin fee / account holder | $243 | $1,266-80.8% | $10,762-97.7% | $1,587-84.7% |