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 Service code 16 · EIN 61-1758632 | Consulting | $35,109 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,238 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,967 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,879 | $80,177+20.8% | $123,892-21.8% | $57,658+68.0% |
| Participation rate | 81.0% | 74.4%+6.5pp | 81.4%-0.4pp | 70.2%+10.8pp |
| Annual return | 6.93% | 17.90%-11.0pp | 47.52%-40.6pp | 5.13%+1.8pp |
| Employer contribution / active EE | $1,999 | $2,913-31.4% | $4,617-56.7% | $1,974+1.3% |
| Participant deferral / active EE | $8,018 | $5,130+56.3% | $5,984+34.0% | $3,061+162.0% |
| Admin fee / account holder | $83 | $106-22.0% | $8,357-99.0% | $95-12.3% |