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 | $40,323 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,970 |
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 | $121,155 | $79,171+53.0% | $102,423+18.3% | $74,495+62.6% |
| Participation rate | 75.6% | 74.8%+0.8pp | 76.5%-0.9pp | 67.2%+8.4pp |
| Annual return | 17.81% | 54.93%-37.1pp | 29.32%-11.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $2,880 | $2,362+21.9% | $3,023-4.7% | $2,623+9.8% |
| Participant deferral / active EE | $7,544 | $4,415+70.9% | $5,053+49.3% | $4,346+73.6% |
| Admin fee / account holder | -$33 | $2,001-101.7% | $9,451-100.4% | $1,942-101.7% |