See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,447 |
PENSIONMARK FINANCIAL GROUP LLC8+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $13,693 |
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 | $40,627 | $34,677+17.2% | $77,024-47.3% | $64,808-37.3% |
| Participation rate | 95.5% | 49.8%+45.7pp | 67.9%+27.6pp | 71.5%+24.1pp |
| Annual return | -18.96% | -5.33%-13.6pp | 42.32%-61.3pp | 32.82%-51.8pp |
| Employer contribution / active EE | $1,286 | $1,370-6.1% | $2,812-54.3% | $2,506-48.7% |
| Participant deferral / active EE | $5,679 | $2,556+122.2% | $4,426+28.3% | $4,310+31.8% |
| Admin fee / account holder | $72 | $179-59.6% | $5,425-98.7% | $188-61.6% |