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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,424 |
Filed as: PINNACLE PENSION CONSULT Service code 27 · EIN 04-3499945 | Advisory (Plan) | $22,000 |
CARON & BLETZER, PLLC8 years Service code 10 · EIN 04-0349945 | Accounting | $12,500 |
Employer contribution per participant 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 | $66,641 | $103,024-35.3% | $112,040-40.5% | $79,634-16.3% |
| Participation rate | 92.3% | 80.6%+11.8pp | 76.5%+15.8pp | 62.5%+29.8pp |
| Annual return | 15.61% | 17.60%-2.0pp | 24.52%-8.9pp | 36.46%-20.8pp |
| Employer contribution / active EE | $681 | $3,015-77.4% | $2,954-76.9% | $2,529-73.1% |
| Participant deferral / active EE | $4,310 | $5,233-17.6% | $5,098-15.5% | $3,835+12.4% |
| Admin fee / account holder | $150 | $465-67.7% | $12,098-98.8% | $1,002-85.0% |