See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PINNACLE FINANCIAL SERVICES, INC.10+ years Filed as: PINNACLE INVESTMENTS, LLC Service code 27 507 PLUM STREET · SYRACUSE, NY 13204 | Advisory (Plan) | $13,145 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $12,964 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,323 | $59,417-55.7% | $93,606-71.9% | $74,495-64.7% |
| Participation rate | 84.8% | 59.7%+25.2pp | 68.7%+16.1pp | 67.2%+17.6pp |
| Annual return | 17.81% | 81.83%-64.0pp | 133.20%-115.4pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $713 | $1,264-43.6% | $2,420-70.5% | $2,623-72.8% |
| Participant deferral / active EE | $4,339 | $3,050+42.3% | $4,411-1.6% | $4,346-0.1% |
| Admin fee / account holder | $137 | $3,021-95.5% | $8,285-98.4% | $1,942-93.0% |