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.7 years Filed as: VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $5,382 |
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 | $52,955 | $88,083-39.9% | $164,813-67.9% | $74,495-28.9% |
| Participation rate | 95.1% | 73.0%+22.0pp | 78.6%+16.5pp | 67.2%+27.9pp |
| Annual return | 16.31% | 17.26%-1.0pp | 69.93%-53.6pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $1,323 | $2,593-49.0% | $4,341-69.5% | $2,623-49.6% |
| Participant deferral / active EE | $1,699 | $4,498-62.2% | $6,031-71.8% | $4,346-60.9% |
| Admin fee / account holder | $106 | $2,234-95.2% | $12,690-99.2% | $1,942-94.5% |