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 06-1050034 | Contract Administrator | $73,878 |
PENSIONMARK FINANCIAL GROUP LLC5+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $46,913 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $9,151 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,852 | $40,113+11.8% | $84,015-46.6% | $77,787-42.3% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.0%+31.0pp | 73.2%+26.8pp |
| Annual return | 16.98% | 23.27%-6.3pp | 71.31%-54.3pp | 32.57%-15.6pp |
| Employer contribution / active EE | $615 | $847-27.4% | $1,983-69.0% | $2,504-75.4% |
| Participant deferral / active EE | $4,430 | $2,030+118.2% | $3,239+36.8% | $3,967+11.7% |
| Admin fee / account holder | $25 | $92-72.4% | $6,101-99.6% | $100-74.7% |