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 5-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 |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC1+ years Service code 16 · EIN 61-1758632 | Consulting | $26,826 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $26,517 |
PENSION ASSURANCE LLP1+ years Service code 10 · EIN 30-0840934 | Accounting | $6,524 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $70,262 | $100,801-30.3% | $149,696-53.1% | $73,409-4.3% |
| Participation rate | 99.7% | 77.7%+22.0pp | 82.5%+17.2pp | 72.2%+27.5pp |
| Annual return | 0.00% | 265.34%-265.3pp | 276.60%-276.6pp | 59.29%-59.3pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $7,093 | $6,404+10.8% | $6,842+3.7% | $3,805+86.4% |
| Admin fee / account holder | $109 | $181-39.8% | $9,309-98.8% | $158-31.1% |