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 60 · EIN 04-2647786 | Sub-TA Fees | $85,828 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 16 · EIN 61-1758632 | Consulting | $37,239 |
Employer contribution per participant 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 | $113,932 | $79,428+43.4% | $106,548+6.9% | $79,386+43.5% |
| Participation rate | 95.8% | 74.1%+21.7pp | 76.1%+19.7pp | 70.7%+25.1pp |
| Annual return | 13.30% | 18.27%-5.0pp | 26.80%-13.5pp | 116.85%-103.5pp |
| Employer contribution / active EE | $0 | $2,234-100.0% | $2,819-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $7,776 | $3,823+103.4% | $4,398+76.8% | $4,046+92.2% |
| Admin fee / account holder | $253 | $523-51.6% | $7,407-96.6% | $626-59.6% |