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 5-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 |
|---|---|---|
Filed as: ASSETMARK, INC. Service code 27 · EIN 86-0770473 1655 GRANT STREET,10TH FLOOR · CONCORD, CA 94520 | Advisory (Plan) | $6,861 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,905 | $27,641-85.9% | $61,373-93.6% | $68,494-94.3% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -17.47% | -13.24%-4.2pp | 338.61%-356.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,187 | $695+70.6% | $1,159+2.4% | $2,596-54.3% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $2,125-100.0% | $4,027-100.0% |
| Admin fee / account holder | $52 | $2,010-97.4% | $2,130-97.6% | $5,403-99.0% |