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 | $67,683 |
Filed as: PENSIONMARK FIN GROUP LLC Service code 16 · EIN 61-1758632 | Consulting | $17,271 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,210 | $65,908-72.4% | $81,812-77.7% | $77,643-76.5% |
| Participation rate | 95.5% | 65.8%+29.7pp | 72.3%+23.2pp | 70.6%+25.0pp |
| Annual return | 8.65% | 26.64%-18.0pp | 773.79%-765.1pp | 31.24%-22.6pp |
| Employer contribution / active EE | $1,566 | $2,370-33.9% | $2,912-46.2% | $2,726-42.5% |
| Participant deferral / active EE | $1,288 | $3,505-63.2% | $4,319-70.2% | $4,647-72.3% |
| Admin fee / account holder | $40 | $526-92.4% | $7,386-99.5% | $430-90.7% |