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 PENSION SERVICE Service code 49 STE 100 3101 W MAIN ST · BOISE, ID 83702 | Other Services | $49,792 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $48,247 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,386 |
EIDE BAILLY LLP1 year Service code 49 · EIN 45-0250958 | Other Services | $12,650 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $62,383 | $58,336+6.9% | $97,226-35.8% | $199,593-68.7% |
| Participation rate | 98.0% | 63.8%+34.2pp | 72.7%+25.3pp | 72.0%+26.0pp |
| Annual return | 12.49% | 32.81%-20.3pp | 75.13%-62.6pp | 34.25%-21.8pp |
| Employer contribution / active EE | $1,086 | $1,416-23.3% | $2,729-60.2% | $3,034-64.2% |
| Participant deferral / active EE | $3,083 | $3,240-4.9% | $4,264-27.7% | $5,087-39.4% |
| Admin fee / account holder | $247 | $114+116.5% | $5,654-95.6% | $269-8.2% |