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 |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC9+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $41,555 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,072 |
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 | $50,077 | $40,385+24.0% | $80,569-37.8% | $74,419-32.7% |
| Participation rate | 95.8% | 47.4%+48.4pp | 67.0%+28.9pp | 70.7%+25.1pp |
| Annual return | 18.56% | 164.85%-146.3pp | 935.43%-916.9pp | 34.38%-15.8pp |
| Employer contribution / active EE | $1,438 | $1,496-3.9% | $2,723-47.2% | $2,637-45.5% |
| Participant deferral / active EE | $6,592 | $2,674+146.5% | $4,447+48.2% | $4,528+45.6% |
| Admin fee / account holder | $193 | $720-73.2% | $5,377-96.4% | $348-44.6% |