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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $35,343 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,454 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,417 | $91,760-45.1% | $156,181-67.7% | $67,986-25.8% |
| Participation rate | 90.6% | 65.0%+25.5pp | 78.8%+11.7pp | 57.2%+33.3pp |
| Annual return | 18.34% | 18.14%+0.2pp | 64.87%-46.5pp | 31.67%-13.3pp |
| Employer contribution / active EE | $2,779 | $2,419+14.9% | $4,294-35.3% | $2,019+37.7% |
| Participant deferral / active EE | $7,278 | $3,960+83.8% | $6,132+18.7% | $3,358+116.7% |
| Admin fee / account holder | $171 | $3,949-95.7% | $14,586-98.8% | $3,203-94.7% |