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 17 24 E COTA STREET · SANTA BARBARA, CA 93101 | Pension Consulting | $12,000 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $3,206 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,113 | $27,839+62.1% | $58,482-22.9% | $71,457-36.9% |
| Participation rate | 84.3% | 34.5%+49.8pp | 50.9%+33.5pp | 67.9%+16.4pp |
| Annual return | 13.99% | 26.81%-12.8pp | 4239.32%-4225.3pp | 28.85%-14.9pp |
| Employer contribution / active EE | $573 | $631-9.2% | $1,053-45.6% | $2,588-77.9% |
| Participant deferral / active EE | $3,370 | $1,206+179.4% | $1,924+75.2% | $4,289-21.4% |
| Admin fee / account holder | $109 | $1,641-93.3% | $2,516-95.7% | $1,587-93.1% |