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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,439 |
PENSIONMARK FINANCIAL GROUP LLC3+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $13,629 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,018 | $80,753-50.4% | $136,294-70.6% | $62,292-35.8% |
| Participation rate | 63.7% | 73.5%-9.8pp | 81.9%-18.2pp | 69.5%-5.8pp |
| Annual return | 24.47% | 35.83%-11.4pp | 5155.94%-5131.5pp | 28.90%-4.4pp |
| Employer contribution / active EE | $1,629 | $2,884-43.5% | $4,695-65.3% | $2,042-20.2% |
| Participant deferral / active EE | $5,391 | $5,164+4.4% | $6,247-13.7% | $3,169+70.1% |
| Admin fee / account holder | $261 | $525-50.3% | $9,243-97.2% | $479-45.5% |