See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $44,772 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,437 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,670 | $89,436-33.3% | $164,813-63.8% | $77,643-23.1% |
| Participation rate | 94.9% | 78.6%+16.3pp | 78.6%+16.3pp | 70.6%+24.4pp |
| Annual return | 17.40% | 28.83%-11.4pp | 69.93%-52.5pp | 31.24%-13.8pp |
| Employer contribution / active EE | $3,228 | $2,569+25.7% | $4,341-25.6% | $2,726+18.4% |
| Participant deferral / active EE | $7,706 | $4,897+57.4% | $6,031+27.8% | $4,647+65.8% |
| Admin fee / account holder | $279 | $339-17.7% | $12,690-97.8% | $430-35.1% |