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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.
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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, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $22,924 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,007 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,790 | $101,724-20.6% | $164,813-51.0% | $80,856-0.1% |
| Participation rate | 87.6% | 71.8%+15.8pp | 78.6%+9.0pp | 67.6%+20.0pp |
| Annual return | 12.04% | 16.72%-4.7pp | 69.93%-57.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,223 | $4,477-5.7% | $6,031-30.0% | $4,296-1.7% |
| Admin fee / account holder | $371 | $8,227-95.5% | $12,690-97.1% | $6,918-94.6% |