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, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $40,933 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,533 |
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 | $31,018 | $106,028-70.7% | $146,958-78.9% | $77,643-60.1% |
| Participation rate | 94.6% | 78.4%+16.2pp | 82.2%+12.4pp | 70.6%+24.0pp |
| Annual return | 23.97% | 56.73%-32.8pp | 418.34%-394.4pp | 31.24%-7.3pp |
| Employer contribution / active EE | $4,383 | $4,063+7.9% | $4,933-11.2% | $2,726+60.8% |
| Participant deferral / active EE | $5,610 | $7,990-29.8% | $8,070-30.5% | $4,647+20.7% |
| Admin fee / account holder | $128 | $337-61.9% | $12,998-99.0% | $430-70.1% |