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 LLC8+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $44,930 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,686 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,750 | $62,603+113.6% | $104,294+28.2% | $66,914+99.9% |
| Participation rate | 75.6% | 59.6%+16.0pp | 73.3%+2.3pp | 69.8%+5.8pp |
| Annual return | -16.92% | -14.70%-2.2pp | 24.61%-41.5pp | 1.58%-18.5pp |
| Employer contribution / active EE | $3,618 | $1,972+83.5% | $3,372+7.3% | $2,544+42.2% |
| Participant deferral / active EE | $5,112 | $2,853+79.2% | $4,625+10.5% | $4,237+20.6% |
| Admin fee / account holder | $0 | $656-100.0% | $7,339-100.0% | $593-100.0% |