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 60 · EIN 04-2647786 | Sub-TA Fees | $12,970 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $9,084 |
CROWE LLP3 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,775 | $25,302+21.6% | $74,701-58.8% | $67,579-54.5% |
| Participation rate | 20.1% | 37.8%-17.8pp | 54.5%-34.4pp | 71.3%-51.2pp |
| Annual return | 20.26% | 10291.17%-10270.9pp | 752.92%-732.7pp | 378.56%-358.3pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $696 | $954-27.1% | $1,964-64.6% | $3,539-80.3% |
| Admin fee / account holder | $259 | $108+140.8% | $3,333-92.2% | $142+82.2% |