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 LLC2+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $39,928 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,444 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,900 |
BPM LLP1 year Service code 10 600 CALIFORNIA ST STE 600 · SAN FRANCISCO, CA 94108 | Accounting | $4,280 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,700 | $56,423+37.7% | $77,163+0.7% | $71,457+8.7% |
| Participation rate | 91.3% | 64.3%+27.0pp | 69.6%+21.8pp | 67.9%+23.4pp |
| Annual return | 18.22% | 19.05%-0.8pp | 37.87%-19.7pp | 28.85%-10.6pp |
| Employer contribution / active EE | $4,187 | $1,866+124.4% | $2,535+65.2% | $2,588+61.8% |
| Participant deferral / active EE | $5,586 | $3,142+77.8% | $3,833+45.7% | $4,289+30.2% |
| Admin fee / account holder | $274 | $1,429-80.8% | $5,472-95.0% | $1,587-82.7% |