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 |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC5+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $34,283 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,266 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,129 | $54,045+124.1% | $115,157+5.2% | $65,185+85.8% |
| Participation rate | 79.4% | 63.5%+15.8pp | 75.9%+3.5pp | 70.2%+9.2pp |
| Annual return | 21.63% | 26.55%-4.9pp | 35.60%-14.0pp | 29.38%-7.8pp |
| Employer contribution / active EE | $3,442 | $1,653+108.3% | $3,179+8.3% | $2,177+58.1% |
| Participant deferral / active EE | $5,044 | $2,504+101.4% | $4,168+21.0% | $3,514+43.5% |
| Admin fee / account holder | $406 | $626-35.1% | $7,088-94.3% | $847-52.1% |