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) | $14,271 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $5,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,251 | $42,546-21.8% | $71,796-53.7% | $55,167-39.7% |
| Participation rate | 51.2% | 59.1%-7.9pp | 69.1%-17.9pp | 69.0%-17.8pp |
| Annual return | 30.47% | 12.36%+18.1pp | 78.04%-47.6pp | 169.23%-138.8pp |
| Employer contribution / active EE | $401 | $803-50.1% | $1,924-79.2% | $1,963-79.6% |
| Participant deferral / active EE | $1,663 | $2,064-19.4% | $2,794-40.5% | $3,054-45.5% |
| Admin fee / account holder | $201 | $650-69.1% | $4,815-95.8% | $504-60.2% |