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) | $7,899 |
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 | $48,944 | $27,641+77.1% | $61,373-20.3% | $68,494-28.5% |
| Participation rate | 65.2% | 39.5%+25.7pp | 52.6%+12.6pp | 67.9%-2.7pp |
| Annual return | -14.59% | -13.24%-1.4pp | 338.61%-353.2pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,768 | $695+154.2% | $1,159+52.5% | $2,596-31.9% |
| Participant deferral / active EE | $3,201 | $1,263+153.4% | $2,125+50.7% | $4,027-20.5% |
| Admin fee / account holder | $127 | $2,010-93.7% | $2,130-94.0% | $5,403-97.6% |