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 | $134,262 |
PENSIONMARK FINANCIAL GROUP LLC8+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $66,121 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $3,718 |
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 | $49,718 | $39,973+24.4% | $79,550-37.5% | $77,904-36.2% |
| Participation rate | 100.0% | 64.6%+35.4pp | 69.5%+30.5pp | 73.7%+26.3pp |
| Annual return | -14.72% | 3.42%-18.1pp | 0.16%-14.9pp | 12.21%-26.9pp |
| Employer contribution / active EE | $591 | $1,088-45.7% | $2,413-75.5% | $2,848-79.2% |
| Participant deferral / active EE | $5,734 | $2,774+106.7% | $3,985+43.9% | $4,806+19.3% |
| Admin fee / account holder | $145 | $113+28.6% | $6,832-97.9% | $133+9.5% |