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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,114 |
PENSIONMARK FINANCIAL GROUP LLC8+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $50,941 |
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 | $138,400 | $102,553+35.0% | $151,611-8.7% | $66,914+106.8% |
| Participation rate | 97.9% | 85.5%+12.4pp | 87.5%+10.4pp | 69.8%+28.1pp |
| Annual return | -17.30% | -10.82%-6.5pp | 3.33%-20.6pp | 1.58%-18.9pp |
| Employer contribution / active EE | $4,278 | $4,180+2.3% | $6,166-30.6% | $2,544+68.2% |
| Participant deferral / active EE | $7,428 | $6,641+11.9% | $8,363-11.2% | $4,237+75.3% |
| Admin fee / account holder | $424 | $630-32.8% | $11,616-96.4% | $593-28.6% |