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 |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $28,200 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 16 | Consulting | $16,227 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 16 · EIN 61-1758632 | Consulting | $14,699 |
Service code 16 · EIN 46-2954318 6817 SOUTHPOINT PARKWAY SUITE 402 · JACKSONVILLE, FL 32216 | Consulting | $8,713 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,816 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,775 | $42,548-41.8% | $74,550-66.8% | $56,287-56.0% |
| Participation rate | 90.2% | 60.5%+29.7pp | 69.1%+21.0pp | 69.9%+20.3pp |
| Annual return | -11.01% | 12.40%-23.4pp | 32.53%-43.5pp | -9.96%-1.0pp |
| Employer contribution / active EE | $1,022 | $855+19.5% | $1,961-47.9% | $2,111-51.6% |
| Participant deferral / active EE | $3,386 | $2,277+48.7% | $3,108+8.9% | $3,350+1.1% |
| Admin fee / account holder | $231 | $467-50.6% | $5,060-95.4% | $521-55.7% |