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 55 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Other Commissions | $32,740 |
STOWE & DEGON, LLC3 years Filed as: STOWE & DEGON LLC Service code 10 · EIN 04-3379904 | Accounting | $5,281 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,313 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,924 | $65,435+57.3% | $86,677+18.7% | $66,914+53.8% |
| Participation rate | 78.3% | 75.5%+2.8pp | 76.6%+1.7pp | 69.8%+8.5pp |
| Annual return | -18.53% | -10.89%-7.6pp | 35.91%-54.4pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,780 | $2,153-17.3% | $2,836-37.2% | $2,544-30.0% |
| Participant deferral / active EE | $7,511 | $4,100+83.2% | $4,656+61.3% | $4,237+77.3% |
| Admin fee / account holder | -$0 | $642-100.0% | $7,493-100.0% | $593-100.0% |