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: PENSIONMARK FINANCIAL Service code 16 2829 E DUPONT RD. · FORT WAYNE, IN 46825 | Consulting | $20,000 |
Service code 16 · EIN 82-1828832 | Consulting | $10,198 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN Service code 15 200 DRYDEN RD. · DRESHER, PA 19025 | Recordkeeping | $10,123 |
LARSON FINANCIAL GROUP LLC3 years Filed as: LARSON FINANCIAL GROUP Service code 16 · EIN 20-4773945 | Consulting | $9,358 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,327 | $47,126+276.3% | $149,673+18.5% | $74,419+138.3% |
| Participation rate | 92.4% | 63.4%+29.0pp | 78.8%+13.7pp | 70.7%+21.7pp |
| Annual return | 19.00% | 22.75%-3.7pp | 134.42%-115.4pp | 34.38%-15.4pp |
| Employer contribution / active EE | $7,719 | $1,905+305.1% | $4,818+60.2% | $2,637+192.7% |
| Participant deferral / active EE | $6,017 | $2,728+120.6% | $5,680+5.9% | $4,528+32.9% |
| Admin fee / account holder | $91 | $343-73.5% | $13,210-99.3% | $348-73.9% |