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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $20,289 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 27 24 E. COTA · SANTA BARBARA, CA 93101 | Advisory (Plan) | $9,355 |
PENSION SERVICES, INC.2 years Service code 13 3150 SW 38TH AVE STE 900 · MIAMI, FL 33146 | Contract Administrator | $6,460 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,459 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,755 | $84,936-52.0% | $111,297-63.4% | $79,386-48.7% |
| Participation rate | 71.6% | 75.9%-4.3pp | 77.3%-5.7pp | 70.7%+0.9pp |
| Annual return | 13.44% | 17.45%-4.0pp | 54.65%-41.2pp | 116.85%-103.4pp |
| Employer contribution / active EE | $1,547 | $1,979-21.8% | $2,731-43.4% | $2,427-36.3% |
| Participant deferral / active EE | $2,997 | $3,888-22.9% | $4,487-33.2% | $4,046-25.9% |
| Admin fee / account holder | $348 | $537-35.2% | $7,964-95.6% | $626-44.4% |