See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,190 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $31,974 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $47,893 | $82,978-42.3% | $129,995-63.2% | $71,457-33.0% |
| Participation rate | 96.2% | 74.1%+22.1pp | 78.5%+17.7pp | 67.9%+28.3pp |
| Annual return | 23.08% | 20.60%+2.5pp | -137.18%+160.3pp | 28.85%-5.8pp |
| Employer contribution / active EE | $3,369 | $2,622+28.5% | $4,320-22.0% | $2,588+30.2% |
| Participant deferral / active EE | $7,672 | $4,432+73.1% | $5,820+31.8% | $4,289+78.9% |
| Admin fee / account holder | $243 | $1,729-86.0% | $10,614-97.7% | $1,587-84.7% |