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 | $47,513 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,058 |
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 | $16,555 | $47,126-64.9% | $149,673-88.9% | $74,419-77.8% |
| Participation rate | 76.9% | 63.4%+13.5pp | 78.8%-1.8pp | 70.7%+6.2pp |
| Annual return | 18.52% | 22.75%-4.2pp | 134.42%-115.9pp | 34.38%-15.9pp |
| Employer contribution / active EE | $508 | $1,905-73.4% | $4,818-89.5% | $2,637-80.8% |
| Participant deferral / active EE | $1,250 | $2,728-54.2% | $5,680-78.0% | $4,528-72.4% |
| Admin fee / account holder | $61 | $343-82.3% | $13,210-99.5% | $348-82.5% |