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 | $42,840 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 16 · EIN 61-1758632 | Consulting | $16,893 |
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 | $78,064 | $81,908-4.7% | $90,749-14.0% | $64,808+20.5% |
| Participation rate | 91.5% | 80.5%+11.0pp | 75.7%+15.8pp | 71.5%+20.1pp |
| Annual return | -17.66% | -12.53%-5.1pp | -12.16%-5.5pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,496 | $3,065-51.2% | $2,921-48.8% | $2,506-40.3% |
| Participant deferral / active EE | $5,602 | $4,840+15.7% | $4,564+22.8% | $4,310+30.0% |
| Admin fee / account holder | $125 | $157-20.3% | $8,445-98.5% | $188-33.3% |