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 LLC8+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $27,932 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,936 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,907 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,723 | $84,487-25.8% | $125,339-50.0% | $66,914-6.3% |
| Participation rate | 98.8% | 76.4%+22.4pp | 82.4%+16.5pp | 69.8%+29.0pp |
| Annual return | -12.64% | -8.39%-4.2pp | 572.05%-584.7pp | 1.58%-14.2pp |
| Employer contribution / active EE | $6,298 | $3,553+77.3% | $4,814+30.8% | $2,544+147.6% |
| Participant deferral / active EE | $9,202 | $6,781+35.7% | $7,446+23.6% | $4,237+117.2% |
| Admin fee / account holder | $207 | $685-69.7% | $10,010-97.9% | $593-65.1% |