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 |
|---|---|---|
Filed as: PENSIONMARK FIN GROUP LLC Service code 16 · EIN 61-1758632 | Consulting | $34,261 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $29,670 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,030 | $54,193-31.7% | $93,654-60.5% | $77,671-52.3% |
| Participation rate | 66.9% | 63.9%+3.0pp | 68.7%-1.8pp | 70.6%-3.6pp |
| Annual return | 7.14% | 30.54%-23.4pp | 133.34%-126.2pp | 31.21%-24.1pp |
| Employer contribution / active EE | $884 | $1,168-24.3% | $2,421-63.5% | $2,726-67.6% |
| Participant deferral / active EE | $3,385 | $3,144+7.7% | $4,413-23.3% | $4,648-27.2% |
| Admin fee / account holder | $25 | $576-95.7% | $8,282-99.7% | $430-94.3% |