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 | $19,195 |
HOGANTAYLOR LLP2+ years Service code 10 · EIN 73-1413977 | Accounting | $11,000 |
PENSIONMARK FINANCIAL GROUP LLC2+ years Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $5,417 |
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.)
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 | $24,553 | $67,411-63.6% | $91,001-73.0% | $70,131-65.0% |
| Participation rate | 93.8% | 71.4%+22.4pp | 75.6%+18.1pp | 69.5%+24.2pp |
| Annual return | 13.40% | -40.16%+53.6pp | 4.60%+8.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $496 | $1,786-72.2% | $2,456-79.8% | $2,342-78.8% |
| Participant deferral / active EE | $859 | $2,823-69.6% | $3,547-75.8% | $3,332-74.2% |
| Admin fee / account holder | $356 | $4,236-91.6% | $5,417-93.4% | $4,645-92.3% |