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 | $76,384 |
Filed as: STEPHEN B. MARVIN AGENCY INC. Service code 99 · EIN 95-2959354 | Other Fees | $12,731 |
Service code 64 · EIN 95-2959354 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,945 | $83,884-1.1% | $64,056+29.5% | $74,419+11.5% |
| Participation rate | 77.6% | 76.6%+1.0pp | 72.3%+5.3pp | 70.7%+6.9pp |
| Annual return | 22.81% | 16.57%+6.2pp | 33.69%-10.9pp | 34.38%-11.6pp |
| Employer contribution / active EE | $4,894 | $3,084+58.7% | $2,747+78.2% | $2,637+85.6% |
| Participant deferral / active EE | $6,108 | $3,692+65.4% | $3,880+57.4% | $4,528+34.9% |
| Admin fee / account holder | $638 | $196+225.5% | $3,068-79.2% | $348+83.4% |