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 LLC7+ years Filed as: PENSIONMARK RETIREMENT Service code 99 · EIN 61-1758632 | Other Fees | $10,000 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 99 · EIN 11-1000111 | Other Fees | $5,046 |
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 | $110,776 | $105,181+5.3% | $159,436-30.5% | $85,850+29.0% |
| Participation rate | 65.8% | 75.8%-10.0pp | 82.8%-17.0pp | 69.3%-3.5pp |
| Annual return | 8.87% | 45.07%-36.2pp | 263.57%-254.7pp | 318.53%-309.7pp |
| Employer contribution / active EE | $1,270 | $3,318-61.7% | $4,829-73.7% | $2,565-50.5% |
| Participant deferral / active EE | $5,679 | $5,945-4.5% | $7,352-22.8% | $3,952+43.7% |
| Admin fee / account holder | $20,799 | $6,933+200.0% | $10,799+92.6% | $6,260+232.3% |