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 6-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 49 · EIN 61-1758632 | Other Services | $37,699 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $16,769 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $8,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,109 | $106,028-50.9% | $146,958-64.5% | $77,643-32.9% |
| Participation rate | 63.4% | 78.4%-15.0pp | 82.2%-18.8pp | 70.6%-7.2pp |
| Annual return | 34.85% | 56.73%-21.9pp | 418.34%-383.5pp | 31.24%+3.6pp |
| Employer contribution / active EE | $3,018 | $4,063-25.7% | $4,933-38.8% | $2,726+10.7% |
| Participant deferral / active EE | $6,763 | $7,990-15.4% | $8,070-16.2% | $4,647+45.5% |
| Admin fee / account holder | $113 | $337-66.5% | $12,998-99.1% | $430-73.7% |