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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,642 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $7,213 |
Service code 15 · EIN 45-3794639 | Recordkeeping | $7,211 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,713 | $100,801-70.5% | $149,696-80.2% | $73,409-59.5% |
| Participation rate | 65.6% | 77.7%-12.0pp | 82.5%-16.8pp | 72.2%-6.5pp |
| Annual return | 18.21% | 265.34%-247.1pp | 276.60%-258.4pp | 59.29%-41.1pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,956 | $6,404-53.8% | $6,842-56.8% | $3,805-22.3% |
| Admin fee / account holder | $135 | $181-25.6% | $9,309-98.6% | $158-14.8% |