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 15 · EIN 35-0145825 | Recordkeeping | $46,303 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 16 | Consulting | $21,880 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,497 | $46,292-55.7% | $143,757-85.7% | $64,808-68.4% |
| Participation rate | 54.6% | 64.2%-9.6pp | 80.3%-25.7pp | 71.5%-16.9pp |
| Annual return | -4.75% | -10.05%+5.3pp | -0.04%-4.7pp | 32.82%-37.6pp |
| Employer contribution / active EE | $1,451 | $1,910-24.0% | $4,951-70.7% | $2,506-42.1% |
| Participant deferral / active EE | $1,885 | $2,646-28.8% | $5,637-66.6% | $4,310-56.3% |
| Admin fee / account holder | $25 | $154-83.5% | $14,673-99.8% | $188-86.5% |