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 6-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: ASSETMARK Service code 15 · EIN 86-0898056 | Recordkeeping | $43,889 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,303 | $82,202-68.0% | $125,339-79.0% | $64,808-59.4% |
| Participation rate | 57.9% | 77.9%-20.0pp | 82.4%-24.5pp | 71.5%-13.5pp |
| Annual return | 24.13% | 3.48%+20.6pp | 572.05%-547.9pp | 32.82%-8.7pp |
| Employer contribution / active EE | $1,736 | $3,615-52.0% | $4,814-63.9% | $2,506-30.7% |
| Participant deferral / active EE | $4,500 | $7,175-37.3% | $7,446-39.6% | $4,310+4.4% |
| Admin fee / account holder | $192 | $163+17.7% | $10,010-98.1% | $188+2.3% |