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 | $34,718 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,015 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,644 | $79,013+57.8% | $100,391+24.2% | $74,495+67.3% |
| Participation rate | 88.2% | 79.5%+8.8pp | 81.5%+6.8pp | 67.2%+21.0pp |
| Annual return | 18.28% | 20.41%-2.1pp | 49.20%-30.9pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $11,083 | $3,021+266.9% | $3,942+181.2% | $2,623+322.5% |
| Participant deferral / active EE | $15,974 | $7,760+105.8% | $8,082+97.7% | $4,346+267.6% |
| Admin fee / account holder | $252 | $1,320-80.9% | $7,899-96.8% | $1,942-87.0% |