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 | $7,962 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,805 | $86,286-66.6% | $111,297-74.1% | $85,850-66.4% |
| Participation rate | 61.4% | 73.3%-12.0pp | 77.3%-15.9pp | 69.3%-8.0pp |
| Annual return | 8.66% | 19.99%-11.3pp | 54.65%-46.0pp | 318.53%-309.9pp |
| Employer contribution / active EE | $1,258 | $2,043-38.5% | $2,731-54.0% | $2,565-51.0% |
| Participant deferral / active EE | $4,360 | $3,641+19.8% | $4,487-2.8% | $3,952+10.3% |
| Admin fee / account holder | $138 | $8,188-98.3% | $7,964-98.3% | $6,260-97.8% |