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 |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC2+ years Service code 27 2262 BLUE STONE HILLS DR NUMBER B · HARRISONBURG, VA 22801 | Advisory (Plan) | $57,622 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,031 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,790 | $63,905-15.8% | $74,183-27.5% | $57,658-6.7% |
| Participation rate | 95.7% | 79.8%+15.9pp | 76.6%+19.1pp | 70.2%+25.5pp |
| Annual return | 8.72% | 60.60%-51.9pp | 17.74%-9.0pp | 5.13%+3.6pp |
| Employer contribution / active EE | $1,701 | $1,840-7.6% | $2,370-28.2% | $1,974-13.8% |
| Participant deferral / active EE | $4,030 | $3,448+16.9% | $3,550+13.5% | $3,061+31.7% |
| Admin fee / account holder | $137 | $91+50.5% | $5,586-97.5% | $95+45.0% |