See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC6+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $38,519 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $20,083 |
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 | $66,847 | $55,214+21.1% | $104,607-36.1% | $73,488-9.0% |
| Participation rate | 81.9% | 67.8%+14.0pp | 74.1%+7.8pp | 70.7%+11.2pp |
| Annual return | 12.06% | 24.79%-12.7pp | 340.46%-328.4pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,574 | $1,468+7.3% | $2,681-41.3% | $2,270-30.7% |
| Participant deferral / active EE | $5,523 | $2,925+88.9% | $3,740+47.7% | $3,740+47.7% |
| Admin fee / account holder | $227 | $424-46.4% | $6,473-96.5% | $513-55.7% |