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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,156 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $26,943 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,444 | $185,342-90.6% | $111,297-84.3% | $86,799-79.9% |
| Participation rate | 78.0% | 81.0%-2.9pp | 77.3%+0.7pp | 72.3%+5.8pp |
| Annual return | 15.64% | 500.80%-485.2pp | 54.65%-39.0pp | 97.91%-82.3pp |
| Employer contribution / active EE | $700 | $2,246-68.8% | $2,731-74.4% | $2,405-70.9% |
| Participant deferral / active EE | $2,300 | $4,458-48.4% | $4,487-48.7% | $4,131-44.3% |
| Admin fee / account holder | $131 | $255-48.6% | $7,964-98.4% | $170-22.6% |