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 |
|---|---|---|
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,352 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 26 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Participants) | $17,719 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,657 | $59,417+39.1% | $93,606-11.7% | $74,495+11.0% |
| Participation rate | 71.3% | 59.7%+11.6pp | 68.7%+2.6pp | 67.2%+4.1pp |
| Annual return | 12.66% | 81.83%-69.2pp | 133.20%-120.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,722 | $1,264+115.4% | $2,420+12.5% | $2,623+3.8% |
| Participant deferral / active EE | $4,853 | $3,050+59.1% | $4,411+10.0% | $4,346+11.7% |
| Admin fee / account holder | $184 | $3,021-93.9% | $8,285-97.8% | $1,942-90.5% |