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 |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC1+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $11,934 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,228 |
GOLDLEAF PARTNERS1+ years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $4,622 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 19 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities Custodian | $429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,020 | $56,629-45.2% | $77,999-60.2% | $55,167-43.8% |
| Participation rate | 68.2% | 73.3%-5.1pp | 75.5%-7.3pp | 69.0%-0.8pp |
| Annual return | 14.84% | 2866.98%-2852.1pp | 425.96%-411.1pp | 169.23%-154.4pp |
| Employer contribution / active EE | $1,315 | $1,723-23.7% | $2,470-46.8% | $1,963-33.0% |
| Participant deferral / active EE | $2,449 | $2,777-11.8% | $3,497-30.0% | $3,054-19.8% |
| Admin fee / account holder | $77 | $467-83.5% | $5,480-98.6% | $504-84.8% |