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 60 · EIN 04-2647786 | Sub-TA Fees | $50,013 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 16 · EIN 61-1758632 | Consulting | $42,212 |
Filed as: RETIREMENT PLAN FIDUCIARIES Service code 16 · EIN 90-0815510 | Consulting | $34,159 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,597 | $85,135+26.4% | $98,907+8.8% | $73,409+46.6% |
| Participation rate | 96.9% | 81.1%+15.8pp | 76.0%+20.9pp | 72.2%+24.8pp |
| Annual return | 16.75% | 19.14%-2.4pp | 196.43%-179.7pp | 59.29%-42.5pp |
| Employer contribution / active EE | $3 | $2,721-99.9% | $2,689-99.9% | $2,234-99.9% |
| Participant deferral / active EE | $7,449 | $4,349+71.3% | $4,244+75.5% | $3,805+95.8% |
| Admin fee / account holder | $227 | $139+62.9% | $6,642-96.6% | $158+43.7% |