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: ASSETMARK Service code 13 · EIN 25-1271042 | Contract Administrator | $235,094 |
Service code 13 150 STATE STREET · ROCHESTER, NY 14614 | Contract Administrator | $166,801 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,600 | $54,193-15.9% | $93,606-51.3% | $77,643-41.3% |
| Participation rate | 70.2% | 63.9%+6.2pp | 68.7%+1.5pp | 70.6%-0.4pp |
| Annual return | 12.83% | 30.54%-17.7pp | 133.20%-120.4pp | 31.24%-18.4pp |
| Employer contribution / active EE | $786 | $1,168-32.7% | $2,420-67.5% | $2,726-71.1% |
| Participant deferral / active EE | $3,746 | $3,144+19.1% | $4,411-15.1% | $4,647-19.4% |
| Admin fee / account holder | $383 | $576-33.5% | $8,285-95.4% | $430-11.0% |