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 3-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 LLC1+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $44,582 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,697 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,562 | $50,199+52.5% | $70,092+9.2% | $66,914+14.4% |
| Participation rate | 89.4% | 66.3%+23.1pp | 70.5%+19.0pp | 69.8%+19.6pp |
| Annual return | -16.01% | -13.85%-2.2pp | 190.73%-206.7pp | 1.58%-17.6pp |
| Employer contribution / active EE | $3,292 | $1,864+76.6% | $2,559+28.6% | $2,544+29.4% |
| Participant deferral / active EE | $5,160 | $3,112+65.8% | $3,849+34.1% | $4,237+21.8% |
| Admin fee / account holder | $285 | $600-52.5% | $6,267-95.5% | $593-52.0% |