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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $20,219 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,664 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,665 | $82,978-4.0% | $129,995-38.7% | $71,457+11.5% |
| Participation rate | 86.2% | 74.1%+12.1pp | 78.5%+7.7pp | 67.9%+18.3pp |
| Annual return | 15.11% | 20.60%-5.5pp | -137.18%+152.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $937 | $2,622-64.3% | $4,320-78.3% | $2,588-63.8% |
| Participant deferral / active EE | $6,578 | $4,432+48.4% | $5,820+13.0% | $4,289+53.4% |
| Admin fee / account holder | $287 | $1,729-83.4% | $10,614-97.3% | $1,587-81.9% |