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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP Service code 15 · EIN 61-1758632 | Recordkeeping | $44,562 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,453 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER-DEALER RECORD KEEPER Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,859 | $45,031-47.0% | $84,966-71.9% | $77,643-69.3% |
| Participation rate | 98.3% | 48.7%+49.7pp | 67.5%+30.8pp | 70.6%+27.8pp |
| Annual return | 17.46% | 79.22%-61.8pp | 66.38%-48.9pp | 31.24%-13.8pp |
| Employer contribution / active EE | $1,400 | $1,609-13.0% | $2,727-48.7% | $2,726-48.7% |
| Participant deferral / active EE | $5,375 | $2,807+91.4% | $4,519+18.9% | $4,647+15.6% |
| Admin fee / account holder | $99 | $912-89.1% | $6,149-98.4% | $430-77.0% |