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 |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC4+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $50,031 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $39,136 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $20,374 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,934 | $33,780+9.3% | $74,550-50.5% | $75,289-50.9% |
| Participation rate | 100.0% | 62.7%+37.3pp | 69.1%+30.9pp | 72.4%+27.6pp |
| Annual return | -4.86% | -1.24%-3.6pp | 32.53%-37.4pp | -0.04%-4.8pp |
| Employer contribution / active EE | $555 | $845-34.3% | $1,961-71.7% | $2,405-76.9% |
| Participant deferral / active EE | $3,928 | $1,890+107.9% | $3,108+26.4% | $3,739+5.1% |
| Admin fee / account holder | $57 | $86-33.6% | $5,060-98.9% | $102-44.0% |