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 Service code 26 · EIN 61-1758632 | Advisory (Participants) | $881,363 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $3,783 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,303 | $64,119-49.6% | $112,228-71.2% | $66,914-51.7% |
| Participation rate | 92.2% | 68.5%+23.7pp | 75.1%+17.1pp | 69.8%+22.4pp |
| Annual return | -15.19% | -13.81%-1.4pp | 27.45%-42.6pp | 1.58%-16.8pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,285 | $3,693+16.0% | $4,728-9.4% | $4,237+1.1% |
| Admin fee / account holder | $28 | $625-95.6% | $6,410-99.6% | $593-95.3% |