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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,944 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $21,708 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,261 | $70,908-29.1% | $98,907-49.2% | $73,488-31.6% |
| Participation rate | 88.9% | 73.8%+15.1pp | 76.0%+12.9pp | 70.7%+18.2pp |
| Annual return | 11.21% | 34.17%-23.0pp | 196.43%-185.2pp | 28.51%-17.3pp |
| Employer contribution / active EE | $650 | $2,036-68.1% | $2,689-75.8% | $2,270-71.4% |
| Participant deferral / active EE | $3,438 | $3,500-1.8% | $4,244-19.0% | $3,740-8.1% |
| Admin fee / account holder | $216 | $535-59.7% | $6,642-96.8% | $513-58.0% |