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.5 years Filed as: VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $1,795 |
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 | $63,992 | $86,655-26.2% | $119,609-46.5% | $66,914-4.4% |
| Participation rate | 95.6% | 75.6%+20.0pp | 79.3%+16.3pp | 69.8%+25.8pp |
| Annual return | -16.41% | -8.00%-8.4pp | -14.97%-1.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,508 | $2,536-40.5% | $4,232-64.4% | $2,544-40.7% |
| Participant deferral / active EE | $1,855 | $4,358-57.4% | $5,602-66.9% | $4,237-56.2% |
| Admin fee / account holder | $98 | $755-87.1% | $10,323-99.1% | $593-83.5% |