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 5-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-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,638 |
Filed as: PENSIONMARK SECURITIES LLC Service code 49 3211 SOUTHFORD MANOR LANE · KATY, TX 77494 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,607 | $80,731-58.4% | $103,374-67.5% | $74,546-54.9% |
| Participation rate | 31.8% | 65.7%-33.9pp | 74.5%-42.7pp | 67.2%-35.4pp |
| Annual return | 15.19% | 27.56%-12.4pp | 24.89%-9.7pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $2,900 | $3,158-8.2% | $3,869-25.0% | $2,624+10.5% |
| Participant deferral / active EE | $6,181 | $3,860+60.1% | $5,058+22.2% | $4,347+42.2% |
| Admin fee / account holder | $143 | $2,369-94.0% | $8,394-98.3% | $1,944-92.6% |