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, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $35,487 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,809 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,385 | $55,416-68.6% | $75,972-77.1% | $77,643-77.6% |
| Participation rate | 97.7% | 63.6%+34.2pp | 69.1%+28.7pp | 70.6%+27.2pp |
| Annual return | 14.16% | 17.07%-2.9pp | 359.55%-345.4pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,436 | $1,788+36.2% | $2,685-9.3% | $2,726-10.6% |
| Participant deferral / active EE | $4,332 | $3,447+25.7% | $4,255+1.8% | $4,647-6.8% |
| Admin fee / account holder | $89 | $414-78.6% | $6,467-98.6% | $430-79.4% |