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 Service code 27 · EIN 61-1758632 | Advisory (Plan) | $30,020 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,854 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,559 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,125 | $82,978+58.0% | $129,995+0.9% | $71,457+83.5% |
| Participation rate | 96.2% | 74.1%+22.1pp | 78.5%+17.7pp | 67.9%+28.2pp |
| Annual return | 20.58% | 20.60%0pp | -137.18%+157.8pp | 28.85%-8.3pp |
| Employer contribution / active EE | $4,436 | $2,622+69.2% | $4,320+2.7% | $2,588+71.4% |
| Participant deferral / active EE | $6,731 | $4,432+51.9% | $5,820+15.6% | $4,289+56.9% |
| Admin fee / account holder | $8 | $1,729-99.5% | $10,614-99.9% | $1,587-99.5% |