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 8-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 |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC3+ years Service code 16 · EIN 61-1758632 | Consulting | $84,927 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,353 |
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 | $54,492 | $52,293+4.2% | $178,490-69.5% | $73,409-25.8% |
| Participation rate | 95.8% | 65.3%+30.4pp | 81.9%+13.9pp | 72.2%+23.6pp |
| Annual return | 23.17% | 34.75%-11.6pp | 151.07%-127.9pp | 59.29%-36.1pp |
| Employer contribution / active EE | $3,552 | $1,735+104.7% | $5,011-29.1% | $2,234+59.0% |
| Participant deferral / active EE | $4,680 | $2,332+100.7% | $5,202-10.0% | $3,805+23.0% |
| Admin fee / account holder | $118 | $127-7.5% | $13,984-99.2% | $158-25.4% |