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 27 · EIN 61-1758632 | Advisory (Plan) | $62,972 |
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $53,664 |
STANDARD RETIREMENT SERVICES11+ years Service code 19 | Securities Custodian | $12,780 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,957 | $117,025-24.0% | $91,541-2.8% | $85,563+4.0% |
| Participation rate | 40.8% | 64.2%-23.5pp | 69.8%-29.0pp | 66.0%-25.2pp |
| Annual return | 13.95% | 18.02%-4.1pp | 20.50%-6.6pp | 31.51%-17.6pp |
| Employer contribution / active EE | $1,113 | $2,120-47.5% | $2,505-55.5% | $2,654-58.0% |
| Participant deferral / active EE | $2,127 | $3,446-38.3% | $4,008-46.9% | $4,375-51.4% |
| Admin fee / account holder | $312 | $1,242-74.9% | $6,956-95.5% | $834-62.6% |