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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $22,559 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,320 | $87,870-26.8% | $113,168-43.2% | $74,304-13.4% |
| Participation rate | 58.6% | 70.7%-12.2pp | 76.6%-18.0pp | 60.3%-1.8pp |
| Annual return | 13.68% | 26.44%-12.8pp | 24.27%-10.6pp | 29.43%-15.8pp |
| Employer contribution / active EE | $908 | $2,277-60.1% | $2,975-69.5% | $2,241-59.5% |
| Participant deferral / active EE | $3,438 | $4,241-18.9% | $5,107-32.7% | $3,767-8.7% |
| Admin fee / account holder | $158 | $3,368-95.3% | $12,068-98.7% | $2,969-94.7% |