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 · EIN 61-1758632 | Advisory (Plan) | $30,838 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,481 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $120,635 | $86,332+39.7% | $125,175-3.6% | $65,185+85.1% |
| Participation rate | 93.9% | 75.3%+18.6pp | 79.8%+14.1pp | 70.2%+23.7pp |
| Annual return | 25.50% | 27.43%-1.9pp | 43.79%-18.3pp | 29.38%-3.9pp |
| Employer contribution / active EE | $3,811 | $2,040+86.9% | $3,865-1.4% | $2,177+75.1% |
| Participant deferral / active EE | $5,651 | $3,537+59.7% | $4,937+14.5% | $3,514+60.8% |
| Admin fee / account holder | -$10 | $609-101.6% | $9,702-100.1% | $847-101.1% |