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 4-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 |
|---|---|---|
Filed as: PENSIONMARK Service code 16 · EIN 61-1758632 | Consulting | $45,590 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,793 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,533 | $46,173-31.7% | $170,442-81.5% | $69,631-54.7% |
| Participation rate | 99.7% | 63.9%+35.8pp | 83.6%+16.1pp | 70.7%+29.0pp |
| Annual return | 17.43% | 21.62%-4.2pp | 205.93%-188.5pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $2,551 | $1,610+58.5% | $5,433-53.0% | $2,032+25.5% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $70 | $116-39.9% | $13,880-99.5% | $110-36.9% |