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 FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $33,489 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $30,731 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,279 | $66,310-36.2% | $93,606-54.8% | $65,185-35.1% |
| Participation rate | 85.0% | 74.0%+11.0pp | 75.8%+9.2pp | 70.2%+14.8pp |
| Annual return | 21.69% | 42.58%-20.9pp | 32.76%-11.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $702 | $2,012-65.1% | $2,718-74.2% | $2,177-67.8% |
| Participant deferral / active EE | $3,309 | $3,342-1.0% | $4,069-18.7% | $3,514-5.8% |
| Admin fee / account holder | $186 | $6,897-97.3% | $7,888-97.6% | $847-78.1% |