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 |
|---|---|---|
Filed as: ASSETMARK, INC Service code 27 · EIN 58-2113323 | Advisory (Plan) | $23,922 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,306 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,963 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,339 | $79,519-12.8% | $95,952-27.7% | $73,409-5.5% |
| Participation rate | 94.0% | 81.2%+12.8pp | 77.1%+16.9pp | 72.2%+21.8pp |
| Annual return | 14.69% | 19.20%-4.5pp | 91.61%-76.9pp | 59.29%-44.6pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,933 | $4,138+19.2% | $4,167+18.4% | $3,805+29.6% |
| Admin fee / account holder | $4 | $184-97.6% | $6,795-99.9% | $158-97.2% |