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 LLC6+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $37,942 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,718 |
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 | $127,970 | $59,328+115.7% | $118,925+7.6% | $73,488+74.1% |
| Participation rate | 72.9% | 62.3%+10.6pp | 75.4%-2.5pp | 70.7%+2.2pp |
| Annual return | 12.56% | 19.13%-6.6pp | 35.88%-23.3pp | 28.51%-16.0pp |
| Employer contribution / active EE | $3,110 | $1,803+72.4% | $3,263-4.7% | $2,270+37.0% |
| Participant deferral / active EE | $4,483 | $2,604+72.2% | $4,265+5.1% | $3,740+19.9% |
| Admin fee / account holder | $429 | $600-28.5% | $6,581-93.5% | $513-16.3% |