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 |
|---|---|---|
Filed as: PINNACLE INVESTMENTS, LLC Service code 26 507 PLUM STREET · SYRACUSE, NY 13204 | Advisory (Participants) | $10,136 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $6,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,693 | $39,245-34.5% | $64,105-59.9% | $52,331-50.9% |
| Participation rate | 52.6% | 58.2%-5.7pp | 68.2%-15.6pp | 68.1%-15.5pp |
| Annual return | -0.83% | 14.79%-15.6pp | 791.24%-792.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $410 | $736-44.3% | $1,820-77.5% | $1,882-78.2% |
| Participant deferral / active EE | $1,702 | $1,992-14.6% | $2,822-39.7% | $3,022-43.7% |
| Admin fee / account holder | $183 | $592-69.2% | $4,499-95.9% | $592-69.1% |