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) | $30,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,225 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$55,384 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,681 | $88,083+73.3% | $164,813-7.4% | $74,495+105.0% |
| Participation rate | 95.9% | 73.0%+22.8pp | 78.6%+17.3pp | 67.2%+28.7pp |
| Annual return | 17.83% | 17.26%+0.6pp | 69.93%-52.1pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $4,843 | $2,593+86.8% | $4,341+11.6% | $2,623+84.6% |
| Participant deferral / active EE | $7,334 | $4,498+63.0% | $6,031+21.6% | $4,346+68.8% |
| Admin fee / account holder | -$67 | $2,234-103.0% | $12,690-100.5% | $1,942-103.5% |