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 35-1045825 | Recordkeeping | $57,543 |
Filed as: PENSIONMARK FIN GROUP, LLC Service code 16 · EIN 61-1758632 | Consulting | $20,658 |
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.
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 | $26,852 | $47,126-43.0% | $149,673-82.1% | $74,419-63.9% |
| Participation rate | 44.0% | 63.4%-19.4pp | 78.8%-34.8pp | 70.7%-26.8pp |
| Annual return | 9.94% | 22.75%-12.8pp | 134.42%-124.5pp | 34.38%-24.4pp |
| Employer contribution / active EE | $1,050 | $1,905-44.9% | $4,818-78.2% | $2,637-60.2% |
| Participant deferral / active EE | $1,664 | $2,728-39.0% | $5,680-70.7% | $4,528-63.2% |
| Admin fee / account holder | $44 | $343-87.0% | $13,210-99.7% | $348-87.2% |