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 9-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 SECURITIES LLC Service code 55 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Other Commissions | $4,635 |
MORGAN STANLEY SMITH BARNEY8+ years Service code 55 · EIN 26-4310632 | Other Commissions | $4,220 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,269 | $69,477-1.7% | $94,646-27.9% | $71,457-4.5% |
| Participation rate | 80.9% | 78.4%+2.5pp | 80.8%+0.1pp | 67.9%+13.0pp |
| Annual return | 23.81% | 29.66%-5.9pp | 156.71%-132.9pp | 28.85%-5.0pp |
| Employer contribution / active EE | $1,675 | $2,853-41.3% | $3,672-54.4% | $2,588-35.3% |
| Participant deferral / active EE | $10,742 | $7,345+46.3% | $7,418+44.8% | $4,289+150.5% |
| Admin fee / account holder | -$15 | $1,210-101.2% | $7,231-100.2% | $1,587-100.9% |