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 Service code 27 · EIN 61-1758632 | Advisory (Plan) | $40,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,679 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,321 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,238 | $86,655+27.2% | $119,609-7.8% | $66,914+64.7% |
| Participation rate | 93.8% | 75.6%+18.3pp | 79.3%+14.6pp | 69.8%+24.0pp |
| Annual return | -18.97% | -8.00%-11.0pp | -14.97%-4.0pp | 1.58%-20.5pp |
| Employer contribution / active EE | $4,147 | $2,536+63.5% | $4,232-2.0% | $2,544+63.0% |
| Participant deferral / active EE | $6,226 | $4,358+42.9% | $5,602+11.1% | $4,237+46.9% |
| Admin fee / account holder | $40 | $755-94.7% | $10,323-99.6% | $593-93.2% |