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 9-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 15 · EIN 61-1758632 | Recordkeeping | $22,439 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,517 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,424 | $102,382-21.4% | $147,005-45.3% | $80,874-0.6% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 15.40% | 134.89%-119.5pp | 418.76%-403.4pp | 35.62%-20.2pp |
| Employer contribution / active EE | $10,875 | $3,715+192.8% | $4,934+120.4% | $2,756+294.7% |
| Participant deferral / active EE | $20,832 | $6,646+213.4% | $8,070+158.2% | $4,297+384.8% |
| Admin fee / account holder | $146 | $7,942-98.2% | $13,006-98.9% | $6,935-97.9% |