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 | $21,027 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $15,798 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,512 | $69,362+36.3% | $101,248-6.7% | $73,488+28.6% |
| Participation rate | 84.4% | 68.4%+16.0pp | 75.8%+8.6pp | 70.7%+13.7pp |
| Annual return | 13.72% | 18.46%-4.7pp | 46.47%-32.8pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,160 | $2,628-55.9% | $3,660-68.3% | $2,270-48.9% |
| Participant deferral / active EE | $4,543 | $3,300+37.7% | $4,370+4.0% | $3,740+21.5% |
| Admin fee / account holder | $299 | $704-57.5% | $5,945-95.0% | $513-41.7% |