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 | $96,484-47.7% | $156,263-67.7% | $74,304-32.1% |
| Participation rate | 90.6% | 67.7%+22.9pp | 78.9%+11.6pp | 60.3%+30.2pp |
| Annual return | 18.34% | 17.73%+0.6pp | 59.47%-41.1pp | 29.43%-11.1pp |
| Employer contribution / active EE | $2,779 | $2,528+9.9% | $4,333-35.9% | $2,241+24.0% |
| Participant deferral / active EE | $7,278 | $4,286+69.8% | $6,158+18.2% | $3,767+93.2% |
| Admin fee / account holder | $171 | $3,728-95.4% | $14,255-98.8% | $2,969-94.2% |