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 13 · EIN 45-4970257 24 E COTA STREET · SANTA BARBARA, CA 93101 | Contract Administrator | $16,686 |
401K GENERATION4 years Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $16,307 |
PAYCHEX, INC.5 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $11,031 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,047 | $86,897-82.7% | $151,611-90.1% | $64,808-76.8% |
| Participation rate | 73.7% | 87.3%-13.6pp | 87.5%-13.8pp | 71.5%+2.2pp |
| Annual return | -15.81% | -3.57%-12.2pp | 3.33%-19.1pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,176 | $4,010-70.7% | $6,166-80.9% | $2,506-53.1% |
| Participant deferral / active EE | $3,314 | $6,690-50.5% | $8,363-60.4% | $4,310-23.1% |
| Admin fee / account holder | $95 | $153-37.9% | $11,616-99.2% | $188-49.4% |