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) | $10,614 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $2,929 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,471 | $76,670-52.4% | $96,683-62.3% | $71,457-49.0% |
| Participation rate | 93.2% | 66.6%+26.7pp | 74.3%+18.9pp | 67.9%+25.3pp |
| Annual return | 19.88% | 48.29%-28.4pp | 35.69%-15.8pp | 28.85%-9.0pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,452 | $3,771+18.1% | $4,878-8.7% | $4,289+3.8% |
| Admin fee / account holder | $29 | $2,028-98.6% | $6,730-99.6% | $1,587-98.2% |