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 GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $12,827 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,746 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,128 | $69,010-57.8% | $159,960-81.8% | $68,494-57.5% |
| Participation rate | 93.0% | 65.4%+27.6pp | 78.0%+15.0pp | 67.9%+25.1pp |
| Annual return | -17.33% | -9.65%-7.7pp | 408.60%-425.9pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,904 | $2,213+121.5% | $4,226+16.0% | $2,596+88.9% |
| Participant deferral / active EE | $9,638 | $4,212+128.8% | $6,182+55.9% | $4,027+139.3% |
| Admin fee / account holder | $179 | $4,798-96.3% | $8,698-97.9% | $5,403-96.7% |