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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 16 · EIN 61-1758632 | Consulting | $83,693 |
Service code 37 · EIN 04-2647786 | Loan Processing | $53,812 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,963 | $56,485+4.4% | $185,823-68.3% | $86,799-32.1% |
| Participation rate | 97.0% | 65.5%+31.6pp | 81.7%+15.3pp | 72.3%+24.8pp |
| Annual return | 15.62% | 118.04%-102.4pp | 122.05%-106.4pp | 97.91%-82.3pp |
| Employer contribution / active EE | $3,751 | $1,843+103.6% | $5,167-27.4% | $2,405+56.0% |
| Participant deferral / active EE | $4,756 | $2,553+86.3% | $5,568-14.6% | $4,131+15.1% |
| Admin fee / account holder | $166 | $150+11.1% | $16,237-99.0% | $170-2.0% |