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 LLC1+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 28 · EIN 61-1758632 | Investment Management | $35,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $128,968 | $67,166+92.0% | $57,343+124.9% | $55,191+133.7% |
| Participation rate | 42.6% | 77.7%-35.1pp | 75.1%-32.5pp | 69.2%-26.6pp |
| Annual return | 1.43% | 4.22%-2.8pp | 24.39%-23.0pp | 10.78%-9.3pp |
| Employer contribution / active EE | $2,240 | $2,812-20.3% | $2,689-16.7% | $1,899+18.0% |
| Participant deferral / active EE | $2,019 | $2,835-28.8% | $3,162-36.2% | $3,046-33.7% |
| Admin fee / account holder | $41 | $44-5.2% | $3,356-98.8% | $91-54.5% |