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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,754 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $17,765 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,861 | $95,274-67.6% | $135,903-77.3% | $74,419-58.5% |
| Participation rate | 73.4% | 78.2%-4.8pp | 81.9%-8.5pp | 70.7%+2.7pp |
| Annual return | 19.43% | 32.77%-13.3pp | 68.23%-48.8pp | 34.38%-14.9pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,028 | $7,782-35.4% | $7,758-35.2% | $4,528+11.0% |
| Admin fee / account holder | $149 | $266-44.1% | $10,762-98.6% | $348-57.2% |