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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 99 24 E. COTA STREET #200 · SANTA BARBARA, CA 93101 | Other Fees | $48,734 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,550 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,092 | $46,292-60.9% | $143,757-87.4% | $64,808-72.1% |
| Participation rate | 70.7% | 64.2%+6.4pp | 80.3%-9.6pp | 71.5%-0.8pp |
| Annual return | -17.63% | -10.05%-7.6pp | -0.04%-17.6pp | 32.82%-50.4pp |
| Employer contribution / active EE | $602 | $1,910-68.5% | $4,951-87.8% | $2,506-76.0% |
| Participant deferral / active EE | $1,414 | $2,646-46.5% | $5,637-74.9% | $4,310-67.2% |
| Admin fee / account holder | $80 | $154-48.2% | $14,673-99.5% | $188-57.6% |