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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $19,291 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,526 |
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 | $76,314 | $91,538-16.6% | $129,995-41.3% | $75,163+1.5% |
| Participation rate | 88.3% | 71.4%+16.9pp | 78.5%+9.8pp | 67.2%+21.1pp |
| Annual return | 13.16% | -631.11%+644.3pp | -137.18%+150.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,701 | $4,341+8.3% | $5,820-19.2% | $4,125+14.0% |
| Admin fee / account holder | $326 | $6,790-95.2% | $10,614-96.9% | $5,651-94.2% |