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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,071 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $7,142 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $51,823 | $87,168-40.5% | $98,907-47.6% | - |
| Participation rate | 93.9% | 73.1%+20.9pp | 76.0%+17.9pp | - |
| Annual return | 20.78% | 9.75%+11.0pp | 196.43%-175.6pp | - |
| Employer contribution / active EE | $3,013 | $2,509+20.1% | $2,689+12.1% | - |
| Participant deferral / active EE | $4,827 | $3,188+51.4% | $4,244+13.7% | - |
| Admin fee / account holder | $151 | $3,143-95.2% | $6,642-97.7% | - |