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 FIN GROUP LLC Service code 16 | Consulting | $5,125 |
Service code 38 · EIN 35-0145825 | Participant Communication | $1,031 |
Filed as: PENSIONMARK FIN GROUP, LLC Service code 16 · EIN 61-7586325 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,658 | $52,293-62.4% | $178,490-89.0% | $73,409-73.2% |
| Participation rate | 63.3% | 65.3%-2.0pp | 81.9%-18.6pp | 72.2%-8.8pp |
| Annual return | 4.12% | 34.75%-30.6pp | 151.07%-146.9pp | 59.29%-55.2pp |
| Employer contribution / active EE | $1,099 | $1,735-36.7% | $5,011-78.1% | $2,234-50.8% |
| Participant deferral / active EE | $1,394 | $2,332-40.2% | $5,202-73.2% | $3,805-63.4% |
| Admin fee / account holder | $221 | $127+73.7% | $13,984-98.4% | $158+40.1% |