Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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 | $34,525 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,031 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,468 | $89,808-56.1% | $100,383-60.7% | $77,671-49.2% |
| Participation rate | 79.8% | 81.2%-1.4pp | 81.5%-1.7pp | 70.6%+9.3pp |
| Annual return | 15.74% | 20.62%-4.9pp | 49.26%-33.5pp | 31.21%-15.5pp |
| Employer contribution / active EE | $5,266 | $3,039+73.3% | $3,944+33.5% | $2,726+93.2% |
| Participant deferral / active EE | $8,917 | $8,284+7.6% | $8,086+10.3% | $4,648+91.9% |
| Admin fee / account holder | $128 | $174-26.4% | $7,900-98.4% | $430-70.2% |