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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,382 |
PENSIONMARK FINANCIAL GROUP LLC2+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $9,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,879 | $50,385-68.5% | $75,670-79.0% | $62,292-74.5% |
| Participation rate | 61.0% | 67.7%-6.7pp | 72.3%-11.4pp | 69.5%-8.6pp |
| Annual return | 12.14% | 19.90%-7.8pp | 27.34%-15.2pp | 28.90%-16.8pp |
| Employer contribution / active EE | $980 | $1,537-36.3% | $2,352-58.3% | $2,042-52.0% |
| Participant deferral / active EE | $1,299 | $2,445-46.9% | $3,142-58.7% | $3,169-59.0% |
| Admin fee / account holder | $203 | $384-47.2% | $5,800-96.5% | $479-57.7% |