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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,172 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 | Advisory (Plan) | $11,548 |
COOPER SAVAS LLC2 years Service code 27 · EIN 27-5169784 | Advisory (Plan) | $9,000 |
Filed as: SIDE BY SIDE FINANCIALS, INC Service code 13 | Contract Administrator | $8,661 |
ORENDA RETIREMENT, LLC3 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $3,750 |
ORENDA RETIREMENT, LLC6 years Service code 13 | Contract Administrator | $2,638 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $0 |
Service code 13 · EIN 27-3232902 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,343 | $50,982+4.6% | $154,803-65.5% | $85,563-37.7% |
| Participation rate | 35.7% | 59.8%-24.1pp | 78.1%-42.4pp | 66.0%-30.3pp |
| Annual return | 9.56% | 30.35%-20.8pp | 58.88%-49.3pp | 31.51%-22.0pp |
| Employer contribution / active EE | $437 | $1,708-74.4% | $4,305-89.8% | $2,654-83.5% |
| Participant deferral / active EE | $2,396 | $2,474-3.2% | $5,540-56.8% | $4,375-45.2% |
| Admin fee / account holder | $394 | $846-53.4% | $14,329-97.2% | $834-52.7% |