See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $48,533 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$51,568 |
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 | $139,850 | $93,182+50.1% | $146,665-4.6% | $79,386+76.2% |
| Participation rate | 96.7% | 76.4%+20.3pp | 80.1%+16.7pp | 70.7%+26.0pp |
| Annual return | 16.57% | 21.61%-5.0pp | 22.74%-6.2pp | 116.85%-100.3pp |
| Employer contribution / active EE | $3,982 | $2,420+64.6% | $4,136-3.7% | $2,427+64.0% |
| Participant deferral / active EE | $5,868 | $4,169+40.8% | $5,506+6.6% | $4,046+45.1% |
| Admin fee / account holder | $7 | $585-98.9% | $10,280-99.9% | $626-99.0% |