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 SECURITIES, LLC Service code 51 24 E COTA STREET · SANTA BARBARA, CA 93101 | Investment Mgmt Fees | $5,477 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,051 | $52,953-90.5% | $172,739-97.1% | $65,185-92.3% |
| Participation rate | 94.7% | 66.2%+28.5pp | 82.6%+12.0pp | 70.2%+24.5pp |
| Annual return | 44.71% | 30.12%+14.6pp | 802.84%-758.1pp | 29.38%+15.3pp |
| Employer contribution / active EE | $754 | $2,190-65.5% | $5,143-85.3% | $2,177-65.3% |
| Participant deferral / active EE | $2,364 | $2,471-4.3% | $5,198-54.5% | $3,514-32.7% |
| Admin fee / account holder | $45 | $472-90.5% | $13,954-99.7% | $847-94.7% |