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 |
|---|---|---|
Service code 16 · EIN 82-1828832 | Consulting | $27,183 |
Filed as: PENSIONMARK FINANCIAL Service code 16 2829 E DUPONT RD. · FORT WAYNE, IN 46825 | Consulting | $15,000 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN Service code 15 200 DRYDEN RD. · DRESHER, PA 19025 | Recordkeeping | $11,167 |
LARSON FINANCIAL GROUP LLC4 years Filed as: LARSON FINANCIAL GROUP Service code 16 · EIN 20-4773945 | Consulting | $7,932 |
Filed as: WORLD INVESTMENT ADVISORS Service code 16 24 E COTA ST · SANTA BARBARA, CA 93101 | Consulting | $5,000 |
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 | $198,191 | $50,815+290.0% | $155,509+27.4% | $77,643+155.3% |
| Participation rate | 88.2% | 63.1%+25.1pp | 78.2%+10.0pp | 70.6%+17.6pp |
| Annual return | 14.48% | 34.80%-20.3pp | 64.67%-50.2pp | 31.24%-16.8pp |
| Employer contribution / active EE | $8,015 | $1,993+302.2% | $4,672+71.5% | $2,726+194.1% |
| Participant deferral / active EE | $6,035 | $2,822+113.9% | $5,626+7.3% | $4,647+29.9% |
| Admin fee / account holder | $115 | $437-73.8% | $15,912-99.3% | $430-73.4% |