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 5-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 PLAN DESIGN LLC Service code 13 · EIN 20-3970947 1985 E RIVER RD STE 111 · TUCSON, AZ 85718 | Contract Administrator | $11,040 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,004 | $65,908-75.7% | $81,812-80.4% | $77,643-79.4% |
| Participation rate | 86.9% | 65.8%+21.1pp | 72.3%+14.6pp | 70.6%+16.4pp |
| Annual return | 44.72% | 26.64%+18.1pp | 773.79%-729.1pp | 31.24%+13.5pp |
| Employer contribution / active EE | $1,423 | $2,370-40.0% | $2,912-51.1% | $2,726-47.8% |
| Participant deferral / active EE | $400 | $3,505-88.6% | $4,319-90.7% | $4,647-91.4% |
| Admin fee / account holder | $40 | $526-92.4% | $7,386-99.5% | $430-90.7% |