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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,734 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $14,897 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,075 | $81,474-1.7% | $133,956-40.2% | $73,488+9.0% |
| Participation rate | 81.3% | 76.4%+4.9pp | 79.8%+1.4pp | 70.7%+10.6pp |
| Annual return | 13.93% | 19.40%-5.5pp | 45.09%-31.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $552 | $2,209-75.0% | $3,919-85.9% | $2,270-75.7% |
| Participant deferral / active EE | $4,848 | $3,786+28.0% | $5,048-4.0% | $3,740+29.6% |
| Admin fee / account holder | $276 | $713-61.3% | $8,927-96.9% | $513-46.3% |