See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC6+ years Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 24 E COTA ST., SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $24,340 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $16,898 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,479 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $71,769 | $64,286+11.6% | $90,951-21.1% | $73,409-2.2% |
| Participation rate | 42.5% | 63.6%-21.1pp | 69.0%-26.5pp | 72.2%-29.6pp |
| Annual return | 18.87% | 21.45%-2.6pp | 134.60%-115.7pp | 59.29%-40.4pp |
| Employer contribution / active EE | $606 | $895-32.3% | $2,122-71.5% | $2,234-72.9% |
| Participant deferral / active EE | $2,279 | $2,453-7.1% | $3,373-32.4% | $3,805-40.1% |
| Admin fee / account holder | $191 | $287-33.6% | $5,959-96.8% | $158+20.8% |