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, L Service code 15 24 E COTA STREET · SANTA BARBARA, CA 93101 | Recordkeeping | $11,609 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,775 |
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 | $31,973 | $91,552-65.1% | $133,956-76.1% | $79,858-60.0% |
| Participation rate | 92.7% | 73.3%+19.3pp | 79.8%+12.8pp | 69.6%+23.1pp |
| Annual return | 14.79% | 61.85%-47.1pp | 45.09%-30.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $607 | $2,384-74.5% | $3,919-84.5% | $2,471-75.4% |
| Participant deferral / active EE | $3,539 | $3,733-5.2% | $5,048-29.9% | $3,740-5.4% |
| Admin fee / account holder | $114 | $6,321-98.2% | $8,927-98.7% | $5,306-97.8% |