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 |
|---|---|---|
PINNACLE PENSION SERVICES2 years Service code 13 · EIN 82-0433443 | Contract Administrator | $3,155 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $1,955 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,876 | $80,753-29.6% | $136,294-58.3% | $62,292-8.7% |
| Participation rate | 93.5% | 73.5%+20.0pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 29.58% | 35.83%-6.3pp | 5155.94%-5126.4pp | 28.90%+0.7pp |
| Employer contribution / active EE | $5,641 | $2,884+95.6% | $4,695+20.1% | $2,042+176.2% |
| Participant deferral / active EE | $7,033 | $5,164+36.2% | $6,247+12.6% | $3,169+121.9% |
| Admin fee / account holder | $23 | $525-95.5% | $9,243-99.7% | $479-95.1% |