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 9-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 61-1758632 | Recordkeeping | $58,678 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 16 · EIN 61-1758632 | Consulting | $18,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $41,910 | $96,018-56.4% | $65,493-36.0% | $85,563-51.0% |
| Participation rate | 48.5% | 74.8%-26.4pp | 73.1%-24.6pp | 66.0%-17.5pp |
| Annual return | 11.31% | 14.51%-3.2pp | 982.45%-971.1pp | 31.51%-20.2pp |
| Employer contribution / active EE | $975 | $3,235-69.9% | $2,574-62.1% | $2,654-63.3% |
| Participant deferral / active EE | $1,416 | $4,055-65.1% | $3,961-64.3% | $4,375-67.6% |
| Admin fee / account holder | $111 | $271-58.8% | $5,028-97.8% | $834-86.6% |