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 Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 24 E. COTA ST. · SANTA BARBARA, CA 93101 | Advisory (Plan) | $28,620 |
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,087 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,050 |
FOX ROTHSCHILD LLP9+ years Filed as: FOX & FOX Service code 13 2491 E. ALLUVIAL AVE. · CLOVIS, CA 93611 | Contract Administrator | $0 |
TD AMERITRADE, INC.9+ years Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Employer contribution per participant 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 | $73,779 | $130,194-43.3% | $169,993-56.6% | $71,457+3.2% |
| Participation rate | 92.5% | 86.1%+6.3pp | 87.0%+5.5pp | 67.9%+24.6pp |
| Annual return | 17.02% | 20.37%-3.3pp | 53.37%-36.3pp | 28.85%-11.8pp |
| Employer contribution / active EE | $773 | $4,381-82.4% | $6,785-88.6% | $2,588-70.1% |
| Participant deferral / active EE | $5,872 | $6,923-15.2% | $10,408-43.6% | $4,289+36.9% |
| Admin fee / account holder | $266 | $966-72.4% | $12,815-97.9% | $1,587-83.2% |