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) | $11,390 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $8,147 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,045 | $51,466-31.9% | $78,778-55.5% | $62,292-43.7% |
| Participation rate | 62.6% | 59.8%+2.8pp | 69.2%-6.6pp | 69.5%-6.9pp |
| Annual return | 19.23% | 19.96%-0.7pp | 35.62%-16.4pp | 28.90%-9.7pp |
| Employer contribution / active EE | $407 | $827-50.8% | $1,986-79.5% | $2,042-80.1% |
| Participant deferral / active EE | $1,999 | $2,147-6.9% | $2,958-32.4% | $3,169-36.9% |
| Admin fee / account holder | $168 | $489-65.6% | $5,134-96.7% | $479-64.9% |