See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSETMARK Service code 27 1655 GRANT STREET, 10TH FL · CONCORD, CA 94520 | Advisory (Plan) | $60,599 |
JULY BUSINESS SERVICES11+ years Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $14,686 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,855 | $131,799+22.8% | $200,582-19.3% | $85,563+89.2% |
| Participation rate | 91.0% | 87.9%+3.1pp | 86.9%+4.2pp | 66.0%+25.1pp |
| Annual return | 15.48% | 21.59%-6.1pp | 42.33%-26.9pp | 31.51%-16.0pp |
| Employer contribution / active EE | $2,862 | $4,532-36.8% | $6,419-55.4% | $2,654+7.9% |
| Participant deferral / active EE | $5,848 | $7,702-24.1% | $9,331-37.3% | $4,375+33.7% |
| Admin fee / account holder | $320 | $235+35.9% | $16,305-98.0% | $834-61.7% |