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 3-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 37 · EIN 04-2647786 | Loan Processing | $39,236 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $34,174 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,583 | $99,078-63.1% | $96,544-62.1% | $74,419-50.8% |
| Participation rate | 81.1% | 80.7%+0.4pp | 76.0%+5.1pp | 70.7%+10.3pp |
| Annual return | 21.11% | 22.48%-1.4pp | 25.84%-4.7pp | 34.38%-13.3pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $11,412 | $4,933+131.3% | $4,851+135.3% | $4,528+152.0% |
| Admin fee / account holder | $108 | $225-52.0% | $8,252-98.7% | $348-69.0% |