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 | $21,006 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $13,303 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,364 | $80,724+21.9% | $103,333-4.8% | $74,495+32.0% |
| Participation rate | 92.6% | 65.7%+26.9pp | 74.5%+18.1pp | 67.2%+25.4pp |
| Annual return | 11.53% | 27.56%-16.0pp | 24.88%-13.4pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,935 | $3,157-38.7% | $3,868-50.0% | $2,623-26.2% |
| Participant deferral / active EE | $6,425 | $3,860+66.4% | $5,057+27.0% | $4,346+47.8% |
| Admin fee / account holder | $312 | $2,368-86.8% | $8,355-96.3% | $1,942-83.9% |