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 7-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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $15,174 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,211 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,071 | $61,272-75.4% | $149,673-89.9% | $71,457-78.9% |
| Participation rate | 90.2% | 62.5%+27.7pp | 78.8%+11.5pp | 67.9%+22.3pp |
| Annual return | 13.29% | 35.85%-22.6pp | 134.42%-121.1pp | 28.85%-15.6pp |
| Employer contribution / active EE | $373 | $2,378-84.3% | $4,818-92.3% | $2,588-85.6% |
| Participant deferral / active EE | $2,840 | $2,917-2.7% | $5,680-50.0% | $4,289-33.8% |
| Admin fee / account holder | $66 | $1,261-94.8% | $13,210-99.5% | $1,587-95.8% |