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 9-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 | $40,799 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $40,791 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,599 | $95,274-42.7% | $135,903-59.8% | $74,419-26.6% |
| Participation rate | 95.8% | 78.2%+17.6pp | 81.9%+13.9pp | 70.7%+25.0pp |
| Annual return | 22.42% | 32.77%-10.3pp | 68.23%-45.8pp | 34.38%-12.0pp |
| Employer contribution / active EE | $3,395 | $3,874-12.4% | $4,856-30.1% | $2,637+28.7% |
| Participant deferral / active EE | $7,117 | $7,782-8.5% | $7,758-8.3% | $4,528+57.2% |
| Admin fee / account holder | $234 | $266-11.9% | $10,762-97.8% | $348-32.6% |