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 3-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $49,900 |
PENSIONMARK FINANCIAL GROUP LLC3+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 16 · EIN 61-1758632 | Consulting | $25,000 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,142 | $78,483+37.8% | $106,201+1.8% | $74,546+45.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 14.27% | 15.94%-1.7pp | 116.26%-102.0pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $2,304 | $2,522-8.6% | $3,170-27.3% | $2,624-12.2% |
| Participant deferral / active EE | $6,201 | $4,320+43.5% | $5,012+23.7% | $4,347+42.6% |
| Admin fee / account holder | $337 | $2,236-84.9% | $11,039-96.9% | $1,944-82.6% |