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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $48,029 |
Service code 27 · EIN 47-5148116 | Advisory (Plan) | $22,484 |
Filed as: FIDUCIARY OUTSOURCING, LLC DBA PMA Service code 15 · EIN 47-2079321 | Recordkeeping | $20,942 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $10,379 |
Filed as: PENSIONMARK SECURITIES Service code 27 · EIN 81-2334025 | Advisory (Plan) | $9,559 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $3 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,668 | $45,031+36.9% | $85,009-27.5% | $77,671-20.6% |
| Participation rate | 46.0% | 48.7%-2.7pp | 67.5%-21.5pp | 70.6%-24.6pp |
| Annual return | 16.21% | 79.22%-63.0pp | 66.47%-50.3pp | 31.21%-15.0pp |
| Employer contribution / active EE | $1,191 | $1,609-26.0% | $2,728-56.3% | $2,726-56.3% |
| Participant deferral / active EE | $4,091 | $2,807+45.7% | $4,522-9.5% | $4,648-12.0% |
| Admin fee / account holder | $431 | $912-52.8% | $6,153-93.0% | $430+0.1% |