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 Service code 26 · EIN 61-1758632 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Participants) | $20,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,400 | $57,651+13.4% | $112,229-41.7% | $71,457-8.5% |
| Participation rate | 61.3% | 58.9%+2.3pp | 72.4%-11.2pp | 67.9%-6.7pp |
| Annual return | 19.42% | 18.32%+1.1pp | 30.20%-10.8pp | 28.85%-9.4pp |
| Employer contribution / active EE | $551 | $1,913-71.2% | $3,430-83.9% | $2,588-78.7% |
| Participant deferral / active EE | $3,153 | $2,863+10.1% | $4,798-34.3% | $4,289-26.5% |
| Admin fee / account holder | $380 | $1,581-76.0% | $7,748-95.1% | $1,587-76.1% |