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 81-1758632 | Other Fees | $49,389 |
Filed as: STEPHEN B. MARVIN AGENCY INC. Service code 99 · EIN 95-2959354 | Other Fees | $7,949 |
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 | $98,827 | $91,762+7.7% | $67,502+46.4% | $77,643+27.3% |
| Participation rate | 78.2% | 75.9%+2.3pp | 72.9%+5.4pp | 70.6%+7.7pp |
| Annual return | 16.67% | 14.87%+1.8pp | 3512.12%-3495.5pp | 31.24%-14.6pp |
| Employer contribution / active EE | $5,134 | $3,181+61.4% | $2,731+88.0% | $2,726+88.4% |
| Participant deferral / active EE | $6,463 | $3,903+65.6% | $4,000+61.6% | $4,647+39.1% |
| Admin fee / account holder | $598 | $176+239.5% | $3,998-85.1% | $430+38.8% |