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 |
|---|---|---|
SAN DIEGO PENSION CONSULTANTS2+ years Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $12,692 |
SAGEMARK CONSULTING2+ years Service code 26 4250 EXECUTIVE SQUARE · LA JOLLA, CA 92037 | Advisory (Participants) | $8,049 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $48 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,197 | $30,599-43.8% | $74,583-76.9% | $57,658-70.2% |
| Participation rate | 18.0% | 49.1%-31.1pp | 68.1%-50.1pp | 70.2%-52.2pp |
| Annual return | 12.88% | 14.24%-1.4pp | 20.47%-7.6pp | 5.13%+7.7pp |
| Employer contribution / active EE | $110 | $1,000-88.9% | $2,525-95.6% | $1,974-94.4% |
| Participant deferral / active EE | $805 | $1,805-55.4% | $3,458-76.7% | $3,061-73.7% |
| Admin fee / account holder | $87 | $98-10.7% | $4,138-97.9% | $95-7.4% |