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: JOHN HANCOCK Service code 37 · EIN 01-0233346 | Loan Processing | $22,649 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $16,272 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,244 | $77,660+26.5% | $109,143-10.0% | $79,386+23.8% |
| Participation rate | 84.5% | 67.8%+16.7pp | 75.9%+8.6pp | 70.7%+13.8pp |
| Annual return | 12.21% | 23.44%-11.2pp | 25.75%-13.5pp | 116.85%-104.6pp |
| Employer contribution / active EE | $1,705 | $2,797-39.0% | $3,722-54.2% | $2,427-29.8% |
| Participant deferral / active EE | $5,146 | $3,518+46.3% | $4,653+10.6% | $4,046+27.2% |
| Admin fee / account holder | $288 | $732-60.6% | $6,752-95.7% | $626-54.0% |