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 LLC9+ years Filed as: PENSIONMARK RETIREMENT GROUP Service code 26 2829 EAST DUPONT ROAD · FORT WAYNE, IN 46825 | Advisory (Participants) | $19,503 |
NYHART9+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $2,655 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,089 | $76,050-22.3% | $96,544-38.8% | $71,457-17.3% |
| Participation rate | 79.7% | 74.4%+5.3pp | 76.0%+3.7pp | 67.9%+11.8pp |
| Annual return | 14.20% | 22.81%-8.6pp | 25.84%-11.6pp | 28.85%-14.6pp |
| Employer contribution / active EE | $1,706 | $2,244-24.0% | $2,965-42.5% | $2,588-34.1% |
| Participant deferral / active EE | $2,925 | $4,215-30.6% | $4,851-39.7% | $4,289-31.8% |
| Admin fee / account holder | $181 | $2,707-93.3% | $8,252-97.8% | $1,587-88.6% |