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: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 37 · EIN 01-0233346 | Loan Processing | $20,031 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $12,770 |
LPL FINANCIAL2 years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $2,568 |
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 | $84,115 | $63,114+33.3% | $92,893-9.4% | $65,185+29.0% |
| Participation rate | 89.0% | 68.8%+20.2pp | 76.0%+13.0pp | 70.2%+18.8pp |
| Annual return | 20.24% | 28.75%-8.5pp | 109.41%-89.2pp | 29.38%-9.1pp |
| Employer contribution / active EE | $1,505 | $2,571-41.5% | $3,653-58.8% | $2,177-30.9% |
| Participant deferral / active EE | $4,903 | $3,108+57.8% | $4,236+15.8% | $3,514+39.5% |
| Admin fee / account holder | $278 | $624-55.3% | $5,794-95.2% | $847-67.1% |