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 |
|---|---|---|
KEN RYAN2+ years Filed as: KEN ROGERS - ROGERS FINANCIAL SERVI Service code 27 · EIN 54-1699528 | Advisory (Plan) | $33,786 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $22,135 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $17,261 |
HAYNES BENEFITS PC2+ years Service code 29 · EIN 27-0075283 | Legal | $8,522 |
Filed as: PENSIONMARK FINANCIAL GROUP, L Service code 27 · EIN 61-1758632 | Advisory (Plan) | $8,471 |
Filed as: PENSIONMARK FINANCIAL GROUP, Service code 27 · EIN 61-1758632 | Advisory (Plan) | $8,054 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,890 | $74,024+55.2% | $77,999+47.3% | $57,658+99.3% |
| Participation rate | 99.7% | 79.7%+19.9pp | 75.5%+24.1pp | 70.2%+29.4pp |
| Annual return | 6.00% | 12.14%-6.1pp | 425.96%-420.0pp | 5.13%+0.9pp |
| Employer contribution / active EE | $4,301 | $2,365+81.8% | $2,470+74.1% | $1,974+117.9% |
| Participant deferral / active EE | $5,596 | $3,533+58.4% | $3,497+60.0% | $3,061+82.8% |
| Admin fee / account holder | $89 | $93-4.5% | $5,480-98.4% | $95-5.8% |