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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,545 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $13,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,970 | $31,310+69.2% | $53,898-1.7% | $74,304-28.7% |
| Participation rate | 38.5% | 30.7%+7.8pp | 55.0%-16.5pp | 60.3%-21.9pp |
| Annual return | 16.28% | 23.16%-6.9pp | 528.60%-512.3pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,027 | $450+128.3% | $932+10.2% | $2,241-54.2% |
| Participant deferral / active EE | $2,167 | $934+131.9% | $1,826+18.7% | $3,767-42.5% |
| Admin fee / account holder | $235 | $2,175-89.2% | $2,491-90.5% | $2,969-92.1% |