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 13 · EIN 42-0127290 | Contract Administrator | $44,854 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $42,606 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,102 | $62,581+52.0% | $124,672-23.7% | $86,799+9.6% |
| Participation rate | 88.9% | 56.9%+32.1pp | 74.6%+14.3pp | 72.3%+16.7pp |
| Annual return | 13.20% | 26.67%-13.5pp | 5142.93%-5129.7pp | 97.91%-84.7pp |
| Employer contribution / active EE | $1,741 | $1,604+8.6% | $3,324-47.6% | $2,405-27.6% |
| Participant deferral / active EE | $3,257 | $2,725+19.5% | $4,614-29.4% | $4,131-21.2% |
| Admin fee / account holder | $292 | $170+72.0% | $7,493-96.1% | $170+72.1% |