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 | $57,084 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,197 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,090 | $108,549-28.1% | $156,263-50.0% | $85,563-8.7% |
| Participation rate | 78.4% | 77.1%+1.3pp | 78.9%-0.5pp | 66.0%+12.4pp |
| Annual return | 18.61% | 21.79%-3.2pp | 59.47%-40.9pp | 31.51%-12.9pp |
| Employer contribution / active EE | $2,889 | $2,690+7.4% | $4,333-33.3% | $2,654+8.9% |
| Participant deferral / active EE | $6,893 | $4,800+43.6% | $6,158+11.9% | $4,375+57.6% |
| Admin fee / account holder | $330 | $650-49.3% | $14,255-97.7% | $834-60.5% |