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 LLC2+ years Service code 16 · EIN 61-1758632 | Consulting | $43,532 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $30,591 |
PENSION ASSURANCE LLP2+ years Service code 10 · EIN 30-0840934 | Accounting | $13,000 |
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISORS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $8,458 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,848 | $104,317-26.3% | $159,436-51.8% | $86,799-11.5% |
| Participation rate | 97.2% | 77.7%+19.5pp | 82.8%+14.4pp | 72.3%+24.9pp |
| Annual return | 17.10% | 26.32%-9.2pp | 263.57%-246.5pp | 97.91%-80.8pp |
| Employer contribution / active EE | $4,136 | $3,451+19.9% | $4,829-14.4% | $2,405+71.9% |
| Participant deferral / active EE | $7,014 | $6,837+2.6% | $7,352-4.6% | $4,131+69.8% |
| Admin fee / account holder | $164 | $172-5.0% | $10,799-98.5% | $170-3.5% |