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 LLC7+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $48,032 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,125 |
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 | $150,723 | $65,862+128.8% | $124,672+20.9% | $79,386+89.9% |
| Participation rate | 74.3% | 62.2%+12.1pp | 74.6%-0.3pp | 70.7%+3.6pp |
| Annual return | 14.27% | 19.02%-4.8pp | 5142.93%-5128.7pp | 116.85%-102.6pp |
| Employer contribution / active EE | $3,213 | $1,883+70.6% | $3,324-3.3% | $2,427+32.4% |
| Participant deferral / active EE | $4,593 | $2,772+65.7% | $4,614-0.5% | $4,046+13.5% |
| Admin fee / account holder | $574 | $673-14.7% | $7,493-92.3% | $626-8.4% |