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 8-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 37 · EIN 04-2647786 | Loan Processing | $26,813 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 75 ROWLAND WAY STE 330 · NOVATO, CA 94945 | Advisory (Plan) | $18,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,185 | $78,705-42.6% | $117,854-61.7% | $70,131-35.6% |
| Participation rate | 76.6% | 73.2%+3.4pp | 79.7%-3.0pp | 69.5%+7.1pp |
| Annual return | 19.80% | 23.30%-3.5pp | 335.08%-315.3pp | 73.14%-53.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $11,301 | $3,297+242.7% | $4,482+152.1% | $3,332+239.2% |
| Admin fee / account holder | $211 | $5,065-95.8% | $8,020-97.4% | $4,645-95.5% |