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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.
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| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC2+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 28 · EIN 61-1758632 | Investment Management | $16,346 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,247 |
Annual investment return 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 | $110,939 | $45,035+146.3% | $62,995+76.1% | $70,131+58.2% |
| Participation rate | 87.6% | 69.5%+18.1pp | 74.8%+12.8pp | 69.5%+18.1pp |
| Annual return | 10.04% | 18.76%-8.7pp | 87.57%-77.5pp | 73.14%-63.1pp |
| Employer contribution / active EE | $3,499 | $2,051+70.6% | $2,759+26.8% | $2,342+49.4% |
| Participant deferral / active EE | $3,065 | $2,465+24.4% | $3,329-7.9% | $3,332-8.0% |
| Admin fee / account holder | $127 | $2,834-95.5% | $3,600-96.5% | $4,645-97.3% |