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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $50,342 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $33,839 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $12,747 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,209 | $62,928-23.4% | $172,739-72.1% | $67,579-28.7% |
| Participation rate | 50.9% | 64.5%-13.5pp | 82.6%-31.7pp | 71.3%-20.4pp |
| Annual return | 20.85% | 30.36%-9.5pp | 802.84%-782.0pp | 378.56%-357.7pp |
| Employer contribution / active EE | $372 | $1,636-77.2% | $5,143-92.8% | $2,148-82.7% |
| Participant deferral / active EE | $1,427 | $2,145-33.5% | $5,198-72.5% | $3,539-59.7% |
| Admin fee / account holder | $310 | $167+85.8% | $13,954-97.8% | $142+117.6% |