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 4-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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $45,792 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,058 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,271 | $57,016+16.2% | $84,966-22.0% | $80,856-18.0% |
| Participation rate | 69.7% | 56.3%+13.3pp | 67.5%+2.2pp | 67.6%+2.0pp |
| Annual return | 15.93% | 21.66%-5.7pp | 66.38%-50.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $5,915 | $1,798+229.0% | $2,727+116.9% | $2,755+114.7% |
| Participant deferral / active EE | $11,776 | $3,110+278.7% | $4,519+160.6% | $4,296+174.1% |
| Admin fee / account holder | $265 | $4,980-94.7% | $6,149-95.7% | $6,918-96.2% |