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 13 · EIN 06-1050034 | Contract Administrator | $46,594 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $19,555 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: INDEPENDENT FINANACIAL PARTNERS FBO Service code 27 · EIN 59-3331424 | Advisory (Plan) | $18,801 |
SHEA LABAGH DOBBERSTEIN1+ years Filed as: SHEA LABAGH DOBBERSTEIN CPA'S, INC. Service code 10 · EIN 94-2290202 | Accounting | $16,261 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,876 | $69,977+67.0% | $108,579+7.6% | $62,891+85.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 0.54% | 10.73%-10.2pp | -51.70%+52.2pp | 20.14%-19.6pp |
| Employer contribution / active EE | $3,025 | $2,135+41.7% | $3,758-19.5% | $2,281+32.6% |
| Participant deferral / active EE | $7,317 | $3,165+131.2% | $4,311+69.7% | $3,203+128.5% |
| Admin fee / account holder | $729 | $5,076-85.6% | $7,645-90.5% | $4,296-83.0% |