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 8-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 |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC2+ years Service code 16 · EIN 61-1758632 | Consulting | $56,530 |
BKD, LLP1 year Filed as: BKD LLP Service code 16 · EIN 44-0160260 | Consulting | $15,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,769 |
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 | $39,418 | $62,928-37.4% | $172,739-77.2% | $67,579-41.7% |
| Participation rate | 95.8% | 64.5%+31.3pp | 82.6%+13.1pp | 71.3%+24.5pp |
| Annual return | 23.66% | 30.36%-6.7pp | 802.84%-779.2pp | 378.56%-354.9pp |
| Employer contribution / active EE | $2,657 | $1,636+62.4% | $5,143-48.3% | $2,148+23.7% |
| Participant deferral / active EE | $3,738 | $2,145+74.3% | $5,198-28.1% | $3,539+5.6% |
| Admin fee / account holder | $90 | $167-46.1% | $13,954-99.4% | $142-36.9% |