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 |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC5+ years Filed as: PENSIONMARK RETIREMENT Service code 99 · EIN 61-1758632 | Other Fees | $10,000 |
SES ADVISORS, INC.1 year Filed as: SES ESOP PLAN SERVICES Service code 99 · EIN 11-1000111 | Other Fees | $6,225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,012 | $89,355+9.7% | $141,162-30.6% | $72,985+34.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -8.34% | 111.85%-120.2pp | 71.39%-79.7pp | 81.00%-89.3pp |
| Employer contribution / active EE | $1,485 | $3,114-52.3% | $4,735-68.6% | $2,440-39.2% |
| Participant deferral / active EE | $6,246 | $5,418+15.3% | $6,709-6.9% | $3,607+73.1% |
| Admin fee / account holder | $14,365 | $5,958+141.1% | $10,261+40.0% | $5,124+180.3% |