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 |
|---|---|---|
NYHART6+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $19,345 |
PENSIONMARK FINANCIAL GROUP LLC6+ years Filed as: PENSIONMARK RETIREMENT GROUP Service code 26 2829 EAST DUPONT ROAD · FORT WAYNE, IN 46825 | Advisory (Participants) | $14,634 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,771 | $73,638-31.1% | $95,952-47.1% | $73,488-30.9% |
| Participation rate | 89.4% | 76.2%+13.3pp | 77.1%+12.4pp | 70.7%+18.8pp |
| Annual return | 20.56% | 16.78%+3.8pp | 91.61%-71.1pp | 28.51%-8.0pp |
| Employer contribution / active EE | $1,178 | $1,863-36.8% | $2,541-53.6% | $2,270-48.1% |
| Participant deferral / active EE | $2,385 | $3,617-34.0% | $4,167-42.8% | $3,740-36.2% |
| Admin fee / account holder | $250 | $482-48.0% | $6,795-96.3% | $513-51.2% |