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 | Recordkeeping | $55,974 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 16 · EIN 61-1758632 | Consulting | $14,466 |
ERISA SMART1 year Service code 16 · EIN 45-5529798 | Consulting | $9,634 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,338 | $52,208-70.6% | $86,612-82.3% | $74,419-79.4% |
| Participation rate | 96.1% | 66.3%+29.8pp | 71.7%+24.4pp | 70.7%+25.4pp |
| Annual return | 12.98% | 44.46%-31.5pp | 591.07%-578.1pp | 34.38%-21.4pp |
| Employer contribution / active EE | $1,468 | $2,282-35.7% | $3,022-51.4% | $2,637-44.3% |
| Participant deferral / active EE | $1,232 | $3,383-63.6% | $4,438-72.2% | $4,528-72.8% |
| Admin fee / account holder | $51 | $319-84.1% | $5,614-99.1% | $348-85.5% |