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 10-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 |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC2+ years Service code 27 24 E COTA STREET STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $70,107 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $51,042 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $370 |
ALGER1 year Service code 52 · EIN 04-2451826 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
DIAMOND HILL1 year Service code 52 · EIN 31-6547095 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FIRST EAGLE1 year Service code 52 · EIN 13-3392291 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 20-2175919 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 04-2509354 | Indirect Investment Fees | $0 |
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 | $114,774 | $155,795-26.3% | $136,294-15.8% | $69,631+64.8% |
| Participation rate | 91.0% | 75.2%+15.8pp | 81.9%+9.1pp | 70.7%+20.3pp |
| Annual return | 19.84% | 232464.33%-232444.5pp | 5155.94%-5136.1pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $1,687 | $2,991-43.6% | $4,695-64.1% | $2,032-17.0% |
| Participant deferral / active EE | $5,518 | $5,394+2.3% | $6,247-11.7% | $3,224+71.2% |
| Admin fee / account holder | $236 | $128+84.4% | $9,243-97.4% | $110+114.1% |