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 |
|---|---|---|
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $27,890 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $9,432 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,076 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $33,375 | $72,254-53.8% | $86,677-61.5% | $64,808-48.5% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.6%+18.1pp | 71.5%+23.3pp |
| Annual return | -8.49% | 392.42%-400.9pp | 35.91%-44.4pp | 32.82%-41.3pp |
| Employer contribution / active EE | $2,678 | $2,393+11.9% | $2,836-5.6% | $2,506+6.9% |
| Participant deferral / active EE | $10,284 | $4,658+120.8% | $4,656+120.9% | $4,310+138.6% |
| Admin fee / account holder | $77 | $174-55.7% | $7,493-99.0% | $188-59.0% |