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 | $31,456 |
Filed as: PENSIONMARK FINANCIAL GR Service code 27 · EIN 61-1758632 | Advisory (Plan) | $24,908 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,953 | $65,061+142.8% | $143,757+9.9% | $66,914+136.1% |
| Participation rate | 90.2% | 65.2%+25.0pp | 80.3%+9.9pp | 69.8%+20.4pp |
| Annual return | -21.00% | -11.14%-9.9pp | -0.04%-21.0pp | 1.58%-22.6pp |
| Employer contribution / active EE | $8,889 | $2,361+276.5% | $4,951+79.5% | $2,544+249.4% |
| Participant deferral / active EE | $5,984 | $2,919+105.0% | $5,637+6.2% | $4,237+41.2% |
| Admin fee / account holder | $386 | $502-23.1% | $14,673-97.4% | $593-34.9% |