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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $61,201 |
PENSIONMARK FINANCIAL GROUP LLC3+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $35,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,863 | $47,448+36.7% | $94,993-31.7% | $62,292+4.1% |
| Participation rate | 67.5% | 66.5%+1.0pp | 73.9%-6.3pp | 69.5%-2.0pp |
| Annual return | 17.87% | 22.64%-4.8pp | 27.12%-9.3pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,320 | $1,300+1.6% | $2,603-49.3% | $2,042-35.3% |
| Participant deferral / active EE | $4,426 | $2,375+86.4% | $3,317+33.4% | $3,169+39.7% |
| Admin fee / account holder | $405 | $434-6.7% | $4,960-91.8% | $479-15.5% |