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 LLC8+ years Filed as: PENSIONMARK RETIREMENT GROUP Service code 26 2829 EAST DUPONT ROAD · FORT WAYNE, IN 46825 | Advisory (Participants) | $19,497 |
NYHART8+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $4,094 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,315 | $65,435-24.6% | $86,677-43.1% | $66,914-26.3% |
| Participation rate | 94.4% | 75.5%+18.9pp | 76.6%+17.8pp | 69.8%+24.6pp |
| Annual return | -10.86% | -10.89%0pp | 35.91%-46.8pp | 1.58%-12.4pp |
| Employer contribution / active EE | $1,877 | $2,153-12.8% | $2,836-33.8% | $2,544-26.2% |
| Participant deferral / active EE | $3,229 | $4,100-21.2% | $4,656-30.6% | $4,237-23.8% |
| Admin fee / account holder | $172 | $642-73.1% | $7,493-97.7% | $593-71.0% |