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 |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC10+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $46,784 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,150 |
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 | $134,189 | $100,923+33.0% | $150,045-10.6% | $74,304+80.6% |
| Participation rate | 95.3% | 70.1%+25.2pp | 82.3%+13.0pp | 60.3%+35.0pp |
| Annual return | 16.51% | 51.77%-35.3pp | 62.55%-46.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $3,357 | $3,463-3.1% | $4,693-28.5% | $2,241+49.8% |
| Participant deferral / active EE | $5,951 | $6,709-11.3% | $7,997-25.6% | $3,767+58.0% |
| Admin fee / account holder | $431 | $2,767-84.4% | $13,435-96.8% | $2,969-85.5% |