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 |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $46,484 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 16 | Consulting | $25,804 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 16 · EIN 61-1758632 | Consulting | $13,161 |
BLACK CREEK RETIREMENT PLANS3 years Service code 16 · EIN 46-2954318 | Consulting | $9,263 |
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 | $38,441 | $54,573-29.6% | $90,951-57.7% | $73,488-47.7% |
| Participation rate | 92.7% | 61.2%+31.6pp | 69.0%+23.7pp | 70.7%+22.0pp |
| Annual return | 12.56% | 16.69%-4.1pp | 134.60%-122.0pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,124 | $991+13.4% | $2,122-47.0% | $2,270-50.5% |
| Participant deferral / active EE | $4,190 | $2,517+66.5% | $3,373+24.2% | $3,740+12.1% |
| Admin fee / account holder | $250 | $521-52.0% | $5,959-95.8% | $513-51.2% |