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 4-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 Service code 26 · EIN 61-1758632 | Advisory (Participants) | $0 |
SAXONY CAPITAL MANAGEMENT2+ years Filed as: SAXONY CAPITAL MANAGEMENT, LLC Service code 26 · EIN 47-0889870 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,702 | $69,010-80.1% | $159,960-91.4% | $68,494-80.0% |
| Participation rate | 37.6% | 65.4%-27.8pp | 78.0%-40.3pp | 67.9%-30.3pp |
| Annual return | -19.50% | -9.65%-9.8pp | 408.60%-428.1pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,058 | $2,213-52.2% | $4,226-75.0% | $2,596-59.2% |
| Participant deferral / active EE | $1,888 | $4,212-55.2% | $6,182-69.5% | $4,027-53.1% |
| Admin fee / account holder | $120 | $4,798-97.5% | $8,698-98.6% | $5,403-97.8% |