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 | $79,403 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,623 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,133 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,009 | $46,292+8.0% | $143,757-65.2% | $64,808-22.8% |
| Participation rate | 95.3% | 64.2%+31.1pp | 80.3%+15.0pp | 71.5%+23.9pp |
| Annual return | -17.71% | -10.05%-7.7pp | -0.04%-17.7pp | 32.82%-50.5pp |
| Employer contribution / active EE | $3,916 | $1,910+105.1% | $4,951-20.9% | $2,506+56.3% |
| Participant deferral / active EE | $5,252 | $2,646+98.5% | $5,637-6.8% | $4,310+21.9% |
| Admin fee / account holder | $144 | $154-6.6% | $14,673-99.0% | $188-23.5% |