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 26 · EIN 61-1758632 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Participants) | $24,567 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $21,872 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,962 | $88,083-27.4% | $164,813-61.2% | $74,495-14.1% |
| Participation rate | 76.7% | 73.0%+3.7pp | 78.6%-1.9pp | 67.2%+9.5pp |
| Annual return | 21.45% | 17.26%+4.2pp | 69.93%-48.5pp | 1364.94%-1343.5pp |
| Employer contribution / active EE | $3,217 | $2,593+24.1% | $4,341-25.9% | $2,623+22.6% |
| Participant deferral / active EE | $5,116 | $4,498+13.7% | $6,031-15.2% | $4,346+17.7% |
| Admin fee / account holder | $279 | $2,234-87.5% | $12,690-97.8% | $1,942-85.6% |