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 15 · EIN 35-0145825 PO BOX 6123 · INDIANAPOLIS, IN 462066123 | Recordkeeping | $951 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 16 · EIN 61-1758632 24 E COTA ST SUITE 200 · SANTA BARBARA, CA 931011665 | Consulting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,939 | $65,557-31.5% | $64,056-29.8% | $71,457-37.1% |
| Participation rate | 98.5% | 73.2%+25.3pp | 72.3%+26.2pp | 67.9%+30.6pp |
| Annual return | 7.68% | 18.94%-11.3pp | 33.69%-26.0pp | 28.85%-21.2pp |
| Employer contribution / active EE | $2,135 | $2,669-20.0% | $2,747-22.3% | $2,588-17.5% |
| Participant deferral / active EE | $4,784 | $3,626+32.0% | $3,880+23.3% | $4,289+11.6% |
| Admin fee / account holder | $25 | $616-95.9% | $3,068-99.2% | $1,587-98.4% |