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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,116 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $22,711 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,858 | $48,750-44.9% | $88,946-69.8% | $74,304-63.9% |
| Participation rate | 92.7% | 44.5%+48.2pp | 68.8%+23.9pp | 60.3%+32.4pp |
| Annual return | 21.86% | 25.91%-4.0pp | 57.82%-36.0pp | 29.43%-7.6pp |
| Employer contribution / active EE | $1,263 | $1,255+0.6% | $2,555-50.6% | $2,241-43.7% |
| Participant deferral / active EE | $4,178 | $2,423+72.4% | $4,581-8.8% | $3,767+10.9% |
| Admin fee / account holder | $219 | $3,756-94.2% | $8,261-97.3% | $2,969-92.6% |