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 27 · EIN 61-1758632 | Advisory (Plan) | $44,986 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,692 |
LIMONEIRA COMPANY1 year Service code 10 · EIN 77-0260692 | Accounting | $9,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,738 | $52,122+58.7% | $104,294-20.7% | $64,808+27.7% |
| Participation rate | 86.2% | 56.0%+30.1pp | 73.3%+12.9pp | 71.5%+14.7pp |
| Annual return | -12.33% | 13.26%-25.6pp | 24.61%-36.9pp | 32.82%-45.2pp |
| Employer contribution / active EE | $1,718 | $1,627+5.6% | $3,372-49.1% | $2,506-31.4% |
| Participant deferral / active EE | $3,464 | $2,823+22.7% | $4,625-25.1% | $4,310-19.6% |
| Admin fee / account holder | $352 | $155+128.0% | $7,339-95.2% | $188+87.7% |