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) | $9,152 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $8,189 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,969 | $54,573-39.6% | $90,951-63.8% | $73,488-55.1% |
| Participation rate | 77.0% | 61.2%+15.8pp | 69.0%+8.0pp | 70.7%+6.3pp |
| Annual return | 16.27% | 16.69%-0.4pp | 134.60%-118.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $343 | $991-65.4% | $2,122-83.8% | $2,270-84.9% |
| Participant deferral / active EE | $2,274 | $2,517-9.6% | $3,373-32.6% | $3,740-39.2% |
| Admin fee / account holder | $146 | $521-72.1% | $5,959-97.6% | $513-71.6% |