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 Service code 99 · EIN 61-1758632 | Other Fees | $60,277 |
Filed as: STEPHEN B. MARVIN AGENCY INC. Service code 99 · EIN 95-2959354 | Other Fees | $10,046 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,985 | $79,124-19.1% | $60,874+5.1% | $64,808-1.3% |
| Participation rate | 79.9% | 77.7%+2.2pp | 73.1%+6.8pp | 71.5%+8.5pp |
| Annual return | -16.12% | -7.13%-9.0pp | 16.90%-33.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $4,948 | $3,050+62.2% | $2,701+83.2% | $2,506+97.4% |
| Participant deferral / active EE | $5,835 | $3,725+56.6% | $3,817+52.9% | $4,310+35.4% |
| Admin fee / account holder | $530 | $106+401.3% | $3,224-83.6% | $188+182.0% |