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: PENSIONMARK SECURITIES LLC Service code 27 · EIN 81-2334025 24 E COTA STREET · SANTA BARBARA, CA 931010000 | Advisory (Plan) | $12,000 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $4,833 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,399 | $81,474+6.0% | $133,956-35.5% | $73,488+17.6% |
| Participation rate | 96.0% | 76.4%+19.7pp | 79.8%+16.2pp | 70.7%+25.4pp |
| Annual return | 18.30% | 19.40%-1.1pp | 45.09%-26.8pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,511 | $2,209-31.6% | $3,919-61.4% | $2,270-33.4% |
| Participant deferral / active EE | $1,845 | $3,786-51.3% | $5,048-63.4% | $3,740-50.7% |
| Admin fee / account holder | $103 | $713-85.6% | $8,927-98.8% | $513-80.0% |