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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,404 |
PENSIONMARK FINANCIAL GROUP LLC7+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $13,886 |
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 | $180,046 | $121,341+48.4% | $189,513-5.0% | $79,386+126.8% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.8%+9.4pp | 70.7%+26.5pp |
| Annual return | 12.44% | 21.08%-8.6pp | 555.15%-542.7pp | 116.85%-104.4pp |
| Employer contribution / active EE | $4,044 | $3,915+3.3% | $6,162-34.4% | $2,427+66.6% |
| Participant deferral / active EE | $6,783 | $6,395+6.1% | $8,221-17.5% | $4,046+67.7% |
| Admin fee / account holder | $252 | $651-61.3% | $12,045-97.9% | $626-59.7% |