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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,980 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $30,633 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $19,919 | $99,078-79.9% | $96,544-79.4% | $74,419-73.2% |
| Participation rate | 84.6% | 80.7%+3.9pp | 76.0%+8.7pp | 70.7%+13.9pp |
| Annual return | 18.69% | 22.48%-3.8pp | 25.84%-7.1pp | 34.38%-15.7pp |
| Employer contribution / active EE | $907 | $2,570-64.7% | $2,965-69.4% | $2,637-65.6% |
| Participant deferral / active EE | $3,030 | $4,933-38.6% | $4,851-37.5% | $4,528-33.1% |
| Admin fee / account holder | $143 | $225-36.1% | $8,252-98.3% | $348-58.8% |