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 Service code 37 · EIN 01-0233346 | Loan Processing | $18,601 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $16,760 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,373 | $64,119+26.9% | $112,228-27.5% | $66,914+21.6% |
| Participation rate | 91.6% | 68.5%+23.1pp | 75.1%+16.5pp | 69.8%+21.8pp |
| Annual return | -13.67% | -13.81%+0.1pp | 27.45%-41.1pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,619 | $3,005-46.1% | $3,635-55.5% | $2,544-36.4% |
| Participant deferral / active EE | $5,300 | $3,693+43.5% | $4,728+12.1% | $4,237+25.1% |
| Admin fee / account holder | $262 | $625-58.1% | $6,410-95.9% | $593-55.8% |