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 RETIREMENT GROUP Service code 22 2913 S PULLMAN STREET · SANTA ANA, CA 92705 | Insurance Broker | $21,523 |
PENSION ASSURANCE LLP8 years Filed as: PENSION BENEFITS UNLIMITED Service code 13 18008 SKY PARK CIRCLE SUITE 200 · IRVINE, CA 92614 | Contract Administrator | $15,237 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $668 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,994 | $50,820-39.0% | $155,567-80.1% | $77,671-60.1% |
| Participation rate | 83.3% | 63.1%+20.1pp | 78.2%+5.1pp | 70.6%+12.7pp |
| Annual return | 10.45% | 34.85%-24.4pp | 64.74%-54.3pp | 31.21%-20.8pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,834 | $2,823+0.4% | $5,628-49.7% | $4,648-39.0% |
| Admin fee / account holder | $285 | $436-34.6% | $15,916-98.2% | $430-33.8% |