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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,017 |
PENSIONMARK FINANCIAL GROUP LLC2+ years Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 24 E COTA ST. STE 200 · SAN BARBARA, CA 93101 | Advisory (Plan) | $7,063 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7425 HOLLISTER ST. · HOUSTON, TX 77040 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,965 | $42,546-81.3% | $71,796-88.9% | $55,167-85.6% |
| Participation rate | 83.4% | 59.1%+24.3pp | 69.1%+14.3pp | 69.0%+14.4pp |
| Annual return | 12.60% | 12.36%+0.2pp | 78.04%-65.4pp | 169.23%-156.6pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,017 | $2,064-2.3% | $2,794-27.8% | $3,054-33.9% |
| Admin fee / account holder | $30 | $650-95.4% | $4,815-99.4% | $504-94.0% |