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 | $43,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,652 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,621 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,058 | $47,126+25.3% | $149,673-60.5% | $74,419-20.6% |
| Participation rate | 96.5% | 63.4%+33.1pp | 78.8%+17.8pp | 70.7%+25.8pp |
| Annual return | 19.39% | 22.75%-3.4pp | 134.42%-115.0pp | 34.38%-15.0pp |
| Employer contribution / active EE | $4,103 | $1,905+115.3% | $4,818-14.8% | $2,637+55.6% |
| Participant deferral / active EE | $5,721 | $2,728+109.7% | $5,680+0.7% | $4,528+26.3% |
| Admin fee / account holder | $81 | $343-76.4% | $13,210-99.4% | $348-76.7% |