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) | $31,289 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,237 |
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 | $140,592 | $81,474+72.6% | $133,956+5.0% | $73,488+91.3% |
| Participation rate | 88.8% | 76.4%+12.5pp | 79.8%+9.0pp | 70.7%+18.2pp |
| Annual return | 30.45% | 19.40%+11.0pp | 45.09%-14.6pp | 28.51%+1.9pp |
| Employer contribution / active EE | $3,552 | $2,209+60.8% | $3,919-9.4% | $2,270+56.5% |
| Participant deferral / active EE | $5,512 | $3,786+45.6% | $5,048+9.2% | $3,740+47.4% |
| Admin fee / account holder | $26 | $713-96.3% | $8,927-99.7% | $513-94.9% |