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 5-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 | $14,106 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,870 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,329 | $82,664-37.9% | $125,339-59.0% | $68,494-25.1% |
| Participation rate | 86.9% | 75.0%+11.8pp | 82.4%+4.5pp | 67.9%+19.0pp |
| Annual return | -18.30% | -5.97%-12.3pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $10,805 | $3,381+219.6% | $4,814+124.5% | $2,596+316.2% |
| Participant deferral / active EE | $21,115 | $6,110+245.5% | $7,446+183.6% | $4,027+424.3% |
| Admin fee / account holder | $117 | $6,275-98.1% | $10,010-98.8% | $5,403-97.8% |