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 9-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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,061 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $40,852 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,140 | $82,202-50.0% | $125,339-67.2% | $64,808-36.5% |
| Participation rate | 95.3% | 77.9%+17.4pp | 82.4%+12.9pp | 71.5%+23.8pp |
| Annual return | -16.72% | 3.48%-20.2pp | 572.05%-588.8pp | 32.82%-49.5pp |
| Employer contribution / active EE | $3,165 | $3,615-12.5% | $4,814-34.3% | $2,506+26.3% |
| Participant deferral / active EE | $6,573 | $7,175-8.4% | $7,446-11.7% | $4,310+52.5% |
| Admin fee / account holder | $226 | $163+38.2% | $10,010-97.7% | $188+20.2% |