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: PENSIONMARK FINANCIAL GROUP Service code 26 · EIN 61-1758632 | Advisory (Participants) | $18,361 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,125 |
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 | $18,241 | $37,393-51.2% | $77,024-76.3% | $66,914-72.7% |
| Participation rate | 91.8% | 52.9%+39.0pp | 67.9%+23.9pp | 69.8%+22.0pp |
| Annual return | 18.12% | -3.29%+21.4pp | 42.32%-24.2pp | 1.58%+16.5pp |
| Employer contribution / active EE | $3,045 | $1,531+98.9% | $2,812+8.3% | $2,544+19.7% |
| Participant deferral / active EE | $7,265 | $2,617+177.6% | $4,426+64.1% | $4,237+71.5% |
| Admin fee / account holder | $153 | $567-73.1% | $5,425-97.2% | $593-74.3% |