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 10 · EIN 81-2334025 24 E COTA STREET · SANTA BARBARA, CA 931010000 | Accounting | $16,000 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $1,405 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,019 | $93,182+0.9% | $146,665-35.9% | $79,386+18.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 15.69% | 21.61%-5.9pp | 22.74%-7.1pp | 116.85%-101.2pp |
| Employer contribution / active EE | $1,710 | $2,420-29.3% | $4,136-58.7% | $2,427-29.6% |
| Participant deferral / active EE | $2,066 | $4,169-50.4% | $5,506-62.5% | $4,046-48.9% |
| Admin fee / account holder | $104 | $585-82.3% | $10,280-99.0% | $626-83.4% |