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 27 346 SHELBURNE RD. · BURLINGTON, VT 05401 | Advisory (Plan) | $7,725 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,435 | $39,019+47.2% | $80,716-28.8% | $85,850-33.1% |
| Participation rate | 57.8% | 41.5%+16.2pp | 54.2%+3.6pp | 69.3%-11.5pp |
| Annual return | 16.17% | 26.27%-10.1pp | 87.28%-71.1pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,416 | $722+96.1% | $1,160+22.0% | $2,565-44.8% |
| Participant deferral / active EE | $2,608 | $1,326+96.8% | $2,146+21.6% | $3,952-34.0% |
| Admin fee / account holder | $130 | $2,431-94.7% | $3,380-96.2% | $6,260-97.9% |