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 8-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 37 · EIN 04-2647786 | Loan Processing | $78,395 |
Filed as: PENSIONMARK FINANCIAL Service code 10 · EIN 61-1758632 | Accounting | $23,970 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $17,000 |
Employer contribution per participant 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 | $37,373 | $79,171-52.8% | $102,423-63.5% | $74,495-49.8% |
| Participation rate | 70.5% | 74.8%-4.3pp | 76.5%-6.0pp | 67.2%+3.3pp |
| Annual return | 13.82% | 54.93%-41.1pp | 29.32%-15.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $13,071 | $4,415+196.0% | $5,053+158.7% | $4,346+200.8% |
| Admin fee / account holder | $293 | $2,001-85.4% | $9,451-96.9% | $1,942-84.9% |