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: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $46,121 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 70 · EIN 61-1758632 | Consulting Fees | $40,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,086 | $134,045+9.7% | $80,019+83.8% | $75,289+95.4% |
| Participation rate | 96.7% | 85.8%+10.9pp | 75.8%+20.9pp | 72.4%+24.3pp |
| Annual return | -3.70% | -0.56%-3.1pp | 11.22%-14.9pp | -0.04%-3.7pp |
| Employer contribution / active EE | $4,414 | $3,492+26.4% | $2,468+78.8% | $2,405+83.5% |
| Participant deferral / active EE | $8,865 | $4,976+78.1% | $3,686+140.5% | $3,739+137.1% |
| Admin fee / account holder | $25 | $124-79.9% | $6,521-99.6% | $102-75.6% |