Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,910 | $93,351-55.1% | $62,929-33.4% | $79,634-47.4% |
| Participation rate | 48.5% | 74.6%-26.2pp | 73.1%-24.7pp | 62.5%-14.0pp |
| Annual return | 11.31% | 14.37%-3.1pp | 1063.93%-1052.6pp | 36.46%-25.2pp |
| Employer contribution / active EE | $975 | $3,135-68.9% | $2,505-61.1% | $2,529-61.5% |
| Participant deferral / active EE | $1,416 | $3,921-63.9% | $3,888-63.6% | $3,835-63.1% |
| Admin fee / account holder | $111 | $229-51.4% | $5,065-97.8% | $1,002-88.9% |