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 | $32,994 |
Filed as: PENSIONMARK FINANCIAL Service code 27 · EIN 61-1758632 | Advisory (Plan) | $24,531 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $179,805 | $61,272+193.5% | $149,673+20.1% | $71,457+151.6% |
| Participation rate | 88.8% | 62.5%+26.3pp | 78.8%+10.0pp | 67.9%+20.9pp |
| Annual return | 17.61% | 35.85%-18.2pp | 134.42%-116.8pp | 28.85%-11.2pp |
| Employer contribution / active EE | $9,250 | $2,378+288.9% | $4,818+92.0% | $2,588+257.5% |
| Participant deferral / active EE | $5,907 | $2,917+102.5% | $5,680+4.0% | $4,289+37.7% |
| Admin fee / account holder | $397 | $1,261-68.5% | $13,210-97.0% | $1,587-75.0% |