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 | $60,786 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 70 · EIN 61-1758632 | Consulting Fees | $10,000 |
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 | $190,914 | $105,190+81.5% | $98,907+93.0% | $90,288+111.5% |
| Participation rate | 98.4% | 86.4%+12.1pp | 76.0%+22.4pp | 73.4%+25.1pp |
| Annual return | 16.28% | 18.52%-2.2pp | 196.43%-180.2pp | 53.97%-37.7pp |
| Employer contribution / active EE | $5,129 | $3,831+33.9% | $2,689+90.7% | $2,524+103.2% |
| Participant deferral / active EE | $10,989 | $5,616+95.7% | $4,244+158.9% | $4,232+159.6% |
| Admin fee / account holder | $19 | $97-80.4% | $6,642-99.7% | $114-83.3% |