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 WEALTH ADVISORS7 years Service code 15 · EIN 93-1133012 9200 SE SUNNYBROOK BLVD STE 170 · CLACKAMAS, OR 97015 | Recordkeeping | $28,694 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $21,471 |
Service code 13 6500 S MACADAM AVE STE 100 · PORTLAND, OR 97239 | Contract Administrator | $12,184 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,667 | $81,625+7.4% | $167,512-47.7% | $74,304+18.0% |
| Participation rate | 75.0% | 60.0%+15.0pp | 77.1%-2.1pp | 60.3%+14.7pp |
| Annual return | 13.28% | 26.09%-12.8pp | 1615.79%-1602.5pp | 29.43%-16.1pp |
| Employer contribution / active EE | $1,916 | $2,010-4.7% | $3,882-50.6% | $2,241-14.5% |
| Participant deferral / active EE | $3,723 | $4,115-9.5% | $6,405-41.9% | $3,767-1.2% |
| Admin fee / account holder | $449 | $3,474-87.1% | $9,769-95.4% | $2,969-84.9% |