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 37 · EIN 04-2647786 | Loan Processing | $13,605 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $10,057 |
HOGANTAYLOR LLP1+ years Service code 10 · EIN 73-1413977 | Accounting | $10,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 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 | $20,438 | $56,629-63.9% | $77,999-73.8% | $55,167-63.0% |
| Participation rate | 92.1% | 73.3%+18.8pp | 75.5%+16.6pp | 69.0%+23.1pp |
| Annual return | -1.46% | 2866.98%-2868.4pp | 425.96%-427.4pp | 169.23%-170.7pp |
| Employer contribution / active EE | $495 | $1,723-71.3% | $2,470-80.0% | $1,963-74.8% |
| Participant deferral / active EE | $844 | $2,777-69.6% | $3,497-75.9% | $3,054-72.4% |
| Admin fee / account holder | $324 | $467-30.6% | $5,480-94.1% | $504-35.8% |