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 8-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, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $41,971 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,794 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,406 | $108,719-34.3% | $101,326-29.5% | $85,563-16.5% |
| Participation rate | 81.7% | 80.9%+0.8pp | 81.5%+0.2pp | 66.0%+15.7pp |
| Annual return | 22.58% | 20.95%+1.6pp | 36.82%-14.2pp | 31.51%-8.9pp |
| Employer contribution / active EE | $5,288 | $3,114+69.8% | $3,665+44.3% | $2,654+99.3% |
| Participant deferral / active EE | $9,222 | $8,545+7.9% | $7,994+15.4% | $4,375+110.8% |
| Admin fee / account holder | $188 | $685-72.5% | $11,185-98.3% | $834-77.5% |