See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC6+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $75,361 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,827 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$106,488 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,282 | $106,028-55.4% | $146,958-67.8% | $77,643-39.1% |
| Participation rate | 94.5% | 78.4%+16.2pp | 82.2%+12.4pp | 70.6%+24.0pp |
| Annual return | 26.99% | 56.73%-29.7pp | 418.34%-391.3pp | 31.24%-4.2pp |
| Employer contribution / active EE | $2,199 | $4,063-45.9% | $4,933-55.4% | $2,726-19.3% |
| Participant deferral / active EE | $13,090 | $7,990+63.8% | $8,070+62.2% | $4,647+181.7% |
| Admin fee / account holder | -$10 | $337-103.0% | $12,998-100.1% | $430-102.3% |