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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,437 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $45,306 |
PENSIONMARK FINANCIAL GROUP LLC9+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $11,999 |
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 | $173,496 | $130,194+33.3% | $169,993+2.1% | $71,457+142.8% |
| Participation rate | 96.4% | 86.1%+10.2pp | 87.0%+9.4pp | 67.9%+28.4pp |
| Annual return | 19.52% | 20.37%-0.8pp | 53.37%-33.8pp | 28.85%-9.3pp |
| Employer contribution / active EE | $4,887 | $4,381+11.5% | $6,785-28.0% | $2,588+88.8% |
| Participant deferral / active EE | $8,962 | $6,923+29.4% | $10,408-13.9% | $4,289+109.0% |
| Admin fee / account holder | $464 | $966-51.9% | $12,815-96.4% | $1,587-70.7% |