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) | $16,000 |
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $2,595 |
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 | $50,185 | $82,978-39.5% | $129,995-61.4% | $71,457-29.8% |
| Participation rate | 94.2% | 74.1%+20.1pp | 78.5%+15.7pp | 67.9%+26.3pp |
| Annual return | 15.57% | 20.60%-5.0pp | -137.18%+152.8pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,474 | $2,622-43.8% | $4,320-65.9% | $2,588-43.1% |
| Participant deferral / active EE | $1,840 | $4,432-58.5% | $5,820-68.4% | $4,289-57.1% |
| Admin fee / account holder | $96 | $1,729-94.5% | $10,614-99.1% | $1,587-94.0% |