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: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $17,263 |
Filed as: JOHN HANCOCK Service code 37 · EIN 01-0233346 | Loan Processing | $15,217 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,755 | $76,670+28.8% | $96,683+2.1% | $71,457+38.2% |
| Participation rate | 90.9% | 66.6%+24.3pp | 74.3%+16.6pp | 67.9%+23.0pp |
| Annual return | 16.61% | 48.29%-31.7pp | 35.69%-19.1pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,832 | $3,031-39.6% | $3,737-51.0% | $2,588-29.2% |
| Participant deferral / active EE | $6,044 | $3,771+60.3% | $4,878+23.9% | $4,289+40.9% |
| Admin fee / account holder | $241 | $2,028-88.1% | $6,730-96.4% | $1,587-84.8% |