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 | $98,727-32.5% | $113,168-41.1% | $85,563-22.1% |
| Participation rate | 92.3% | 80.8%+11.5pp | 76.6%+15.7pp | 66.0%+26.3pp |
| Annual return | 15.61% | 17.43%-1.8pp | 24.27%-8.7pp | 31.51%-15.9pp |
| Employer contribution / active EE | $681 | $2,907-76.6% | $2,975-77.1% | $2,654-74.3% |
| Participant deferral / active EE | $4,310 | $5,424-20.5% | $5,107-15.6% | $4,375-1.5% |
| Admin fee / account holder | $150 | $357-57.9% | $12,068-98.8% | $834-82.0% |