Filed October 31, 2024
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 10-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 Service code 26 · EIN 61-1758632 | Advisory (Participants) | $39,626 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,323 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,297 | $102,553+58.3% | $151,611+7.0% | $66,914+142.5% |
| Participation rate | 97.6% | 85.5%+12.1pp | 87.5%+10.1pp | 69.8%+27.8pp |
| Annual return | -13.97% | -10.82%-3.2pp | 3.33%-17.3pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,511 | $4,180-39.9% | $6,166-59.3% | $2,544-1.3% |
| Participant deferral / active EE | $9,561 | $6,641+44.0% | $8,363+14.3% | $4,237+125.7% |
| Admin fee / account holder | $42 | $630-93.3% | $11,616-99.6% | $593-92.9% |