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 3-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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,955 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 24 E. COTA ST., SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $35,504 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,479 | $331,159-86.9% | $112,887-61.5% | $74,419-41.6% |
| Participation rate | 99.2% | 81.4%+17.9pp | 80.5%+18.7pp | 70.7%+28.5pp |
| Annual return | 25.80% | 21.62%+4.2pp | 34.10%-8.3pp | 34.38%-8.6pp |
| Employer contribution / active EE | $9,832 | $5,469+79.8% | $4,563+115.4% | $2,637+272.8% |
| Participant deferral / active EE | $7,214 | $8,097-10.9% | $6,513+10.8% | $4,528+59.3% |
| Admin fee / account holder | $150 | $281-46.4% | $7,047-97.9% | $348-56.7% |