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 | $54,253 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,730 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,412 | $101,317-27.5% | $146,958-50.0% | $74,495-1.5% |
| Participation rate | 94.0% | 75.5%+18.5pp | 82.2%+11.8pp | 67.2%+26.8pp |
| Annual return | 19.01% | 8730.91%-8711.9pp | 418.34%-399.3pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $6,791 | $3,810+78.2% | $4,933+37.7% | $2,623+158.9% |
| Participant deferral / active EE | $13,950 | $7,303+91.0% | $8,070+72.9% | $4,346+221.0% |
| Admin fee / account holder | $161 | $1,739-90.7% | $12,998-98.8% | $1,942-91.7% |