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 | $33,809 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,013 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,807 | $76,050+48.3% | $96,544+16.8% | $71,457+57.9% |
| Participation rate | 79.2% | 74.4%+4.8pp | 76.0%+3.2pp | 67.9%+11.3pp |
| Annual return | 19.74% | 22.81%-3.1pp | 25.84%-6.1pp | 28.85%-9.1pp |
| Employer contribution / active EE | $1,811 | $2,244-19.3% | $2,965-38.9% | $2,588-30.0% |
| Participant deferral / active EE | $5,877 | $4,215+39.4% | $4,851+21.2% | $4,289+37.0% |
| Admin fee / account holder | -$37 | $2,707-101.4% | $8,252-100.4% | $1,587-102.3% |