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, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $16,418 |
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $550 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,118 | $83,477-22.0% | $125,175-48.0% | $72,985-10.8% |
| Participation rate | 95.2% | 73.3%+21.9pp | 79.8%+15.5pp | 69.5%+25.8pp |
| Annual return | 26.18% | 25.78%+0.4pp | 43.79%-17.6pp | 81.00%-54.8pp |
| Employer contribution / active EE | $5,366 | $2,345+128.8% | $3,865+38.8% | $2,440+119.9% |
| Participant deferral / active EE | $11,412 | $3,585+218.3% | $4,937+131.2% | $3,607+216.3% |
| Admin fee / account holder | $118 | $5,517-97.9% | $9,702-98.8% | $5,124-97.7% |