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 | $67,238 |
PENSIONMARK FINANCIAL GROUP LLC4+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $37,766 |
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 | $56,902 | $45,825+24.2% | $90,645-37.2% | $56,287+1.1% |
| Participation rate | 74.4% | 66.7%+7.7pp | 74.0%+0.4pp | 69.9%+4.6pp |
| Annual return | -5.57% | 38.64%-44.2pp | 1.88%-7.5pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,377 | $1,372+0.3% | $2,532-45.6% | $2,111-34.8% |
| Participant deferral / active EE | $5,197 | $2,562+102.8% | $3,425+51.8% | $3,350+55.2% |
| Admin fee / account holder | $451 | $413+9.2% | $4,994-91.0% | $521-13.5% |