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 37 · EIN 35-0145825 | Loan Processing | $28,022 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 16 | Consulting | $21,252 |
Service code 15 6501 ARLINGTON EXPRESSWAY · JACKSONVILLE, FL 32211 | Recordkeeping | $13,793 |
Filed as: BLACK CREEK RETIREMENT PLANS INC Service code 15 165 WELLS ROAD · ORANGE PARK, FL 32065 | Recordkeeping | $11,230 |
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.
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 | $22,847 | $56,485-59.6% | $185,823-87.7% | $86,799-73.7% |
| Participation rate | 58.4% | 65.5%-7.0pp | 81.7%-23.3pp | 72.3%-13.8pp |
| Annual return | 12.92% | 118.04%-105.1pp | 122.05%-109.1pp | 97.91%-85.0pp |
| Employer contribution / active EE | $951 | $1,843-48.4% | $5,167-81.6% | $2,405-60.5% |
| Participant deferral / active EE | $1,980 | $2,553-22.5% | $5,568-64.4% | $4,131-52.1% |
| Admin fee / account holder | $93 | $150-37.6% | $16,237-99.4% | $170-45.0% |