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 |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $14,191 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK RETIREMENT GROUP Service code 27 805 AEROVISTA PL · SAN LUIS OBISPO, CA 93401 | Advisory (Plan) | $12,292 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,266 | $46,732-22.4% | $156,549-76.8% | $55,167-34.3% |
| Participation rate | 91.0% | 65.8%+25.2pp | 84.0%+7.0pp | 69.0%+22.0pp |
| Annual return | -0.64% | 17.72%-18.4pp | 32.23%-32.9pp | 169.23%-169.9pp |
| Employer contribution / active EE | $2,405 | $2,105+14.3% | $5,501-56.3% | $1,963+22.6% |
| Participant deferral / active EE | $3,039 | $2,204+37.9% | $4,871-37.6% | $3,054-0.5% |
| Admin fee / account holder | $199 | $418-52.4% | $13,027-98.5% | $504-60.5% |