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 LLC9+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $44,614 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,850 | $57,651+135.6% | $112,229+21.0% | $71,457+90.1% |
| Participation rate | 93.6% | 58.9%+34.6pp | 72.4%+21.1pp | 67.9%+25.7pp |
| Annual return | 13.48% | 18.32%-4.8pp | 30.20%-16.7pp | 28.85%-15.4pp |
| Employer contribution / active EE | $4,413 | $1,913+130.6% | $3,430+28.7% | $2,588+70.5% |
| Participant deferral / active EE | $6,637 | $2,863+131.8% | $4,798+38.3% | $4,289+54.8% |
| Admin fee / account holder | $328 | $1,581-79.3% | $7,748-95.8% | $1,587-79.3% |