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 |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC7+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $26,953 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,289 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,770 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,194 | $104,475-21.3% | $159,436-48.4% | $79,386+3.5% |
| Participation rate | 99.4% | 76.6%+22.7pp | 82.8%+16.5pp | 70.7%+28.6pp |
| Annual return | 15.68% | 67.95%-52.3pp | 263.57%-247.9pp | 116.85%-101.2pp |
| Employer contribution / active EE | $4,680 | $3,417+37.0% | $4,829-3.1% | $2,427+92.8% |
| Participant deferral / active EE | $6,717 | $6,467+3.9% | $7,352-8.6% | $4,046+66.0% |
| Admin fee / account holder | $275 | $711-61.3% | $10,799-97.5% | $626-56.1% |