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 LLC3+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $61,838 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $930 |
QDRO CONSULTANTS COMPANY, LLC3+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $321 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
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 | $96,276 | $155,795-38.2% | $136,294-29.4% | $69,631+38.3% |
| Participation rate | 82.5% | 75.2%+7.2pp | 81.9%+0.5pp | 70.7%+11.8pp |
| Annual return | 15.60% | 232464.33%-232448.7pp | 5155.94%-5140.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $3,013 | $2,991+0.7% | $4,695-35.8% | $2,032+48.3% |
| Participant deferral / active EE | $6,934 | $5,394+28.6% | $6,247+11.0% | $3,224+115.1% |
| Admin fee / account holder | $83 | $128-35.3% | $9,243-99.1% | $110-24.8% |