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 | $44,113 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 16 · EIN 61-1758632 | Consulting | $33,882 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,407 | $47,722-76.1% | $82,719-86.2% | $64,808-82.4% |
| Participation rate | 93.2% | 67.6%+25.6pp | 72.6%+20.7pp | 71.5%+21.7pp |
| Annual return | -15.23% | -13.05%-2.2pp | 701.18%-716.4pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,122 | $2,179-48.5% | $3,009-62.7% | $2,506-55.2% |
| Participant deferral / active EE | $981 | $3,329-70.5% | $4,395-77.7% | $4,310-77.2% |
| Admin fee / account holder | $25 | $143-82.3% | $5,329-99.5% | $188-86.5% |