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 LLC6+ years Filed as: PENSIONMARK RETIREMENT Service code 99 · EIN 61-1758632 | Other Fees | $10,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 99 · EIN 11-1000111 | Other Fees | $5,798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,098 | $98,750+10.5% | $149,696-27.1% | $79,858+36.6% |
| Participation rate | 64.9% | 75.8%-10.9pp | 82.5%-17.6pp | 69.6%-4.8pp |
| Annual return | 11.55% | 27.43%-15.9pp | 276.60%-265.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,131 | $3,216-64.8% | $4,644-75.6% | $2,471-54.2% |
| Participant deferral / active EE | $4,992 | $5,680-12.1% | $6,842-27.0% | $3,740+33.5% |
| Admin fee / account holder | $6,881 | $6,053+13.7% | $9,309-26.1% | $5,306+29.7% |