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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,540 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $23,478 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,609 | $86,655-63.5% | $119,609-73.6% | $66,914-52.8% |
| Participation rate | 96.3% | 75.6%+20.7pp | 79.3%+17.1pp | 69.8%+26.5pp |
| Annual return | -20.83% | -8.00%-12.8pp | -14.97%-5.9pp | 1.58%-22.4pp |
| Employer contribution / active EE | $2,870 | $2,536+13.2% | $4,232-32.2% | $2,544+12.8% |
| Participant deferral / active EE | $6,469 | $4,358+48.4% | $5,602+15.5% | $4,237+52.7% |
| Admin fee / account holder | $195 | $755-74.2% | $10,323-98.1% | $593-67.2% |