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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP Service code 26 · EIN 61-1758632 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Participants) | $10,351 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,703 | $62,603-43.0% | $104,294-65.8% | $66,914-46.6% |
| Participation rate | 90.9% | 59.6%+31.3pp | 73.3%+17.6pp | 69.8%+21.1pp |
| Annual return | -15.57% | -14.70%-0.9pp | 24.61%-40.2pp | 1.58%-17.1pp |
| Employer contribution / active EE | $573 | $1,972-71.0% | $3,372-83.0% | $2,544-77.5% |
| Participant deferral / active EE | $3,266 | $2,853+14.5% | $4,625-29.4% | $4,237-22.9% |
| Admin fee / account holder | $260 | $656-60.3% | $7,339-96.5% | $593-56.1% |