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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PINNACLE INVESTMENTS, LLC Service code 26 507 PLUM STREET · SYRACUSE, NY 13204 | Advisory (Participants) | $10,455 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $8,799 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,975 | $49,451-49.5% | $79,550-68.6% | $66,914-62.7% |
| Participation rate | 83.5% | 61.3%+22.2pp | 69.5%+14.1pp | 69.8%+13.7pp |
| Annual return | -20.83% | 84.25%-105.1pp | 0.16%-21.0pp | 1.58%-22.4pp |
| Employer contribution / active EE | $634 | $1,266-49.9% | $2,413-73.7% | $2,544-75.1% |
| Participant deferral / active EE | $3,428 | $3,159+8.5% | $3,985-14.0% | $4,237-19.1% |
| Admin fee / account holder | $114 | $595-80.8% | $6,832-98.3% | $593-80.8% |