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 |
|---|---|---|
Service code 15 · EIN 45-3794639 | Recordkeeping | $11,156 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,699 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $5,604 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $53,599 | $81,474-34.2% | $133,956-60.0% | $73,488-27.1% |
| Participation rate | 84.9% | 76.4%+8.6pp | 79.8%+5.1pp | 70.7%+14.2pp |
| Annual return | 33.63% | 19.40%+14.2pp | 45.09%-11.5pp | 28.51%+5.1pp |
| Employer contribution / active EE | $2,721 | $2,209+23.2% | $3,919-30.6% | $2,270+19.9% |
| Participant deferral / active EE | $5,936 | $3,786+56.8% | $5,048+17.6% | $3,740+58.7% |
| Admin fee / account holder | $175 | $713-75.5% | $8,927-98.0% | $513-65.9% |