Filed October 31, 2024
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 FINANCIAL GROUP Service code 26 · EIN 61-1758632 24 E. COTA ST · SANTA BARBARA, CA 93101 | Advisory (Participants) | $41,764 |
Filed as: JOHN HANCOCK, USA Service code 15 · EIN 01-0233346 | Recordkeeping | $672 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,917 | $79,523+34.4% | $140,016-23.6% | $56,287+90.0% |
| Participation rate | 98.6% | 85.7%+12.9pp | 87.5%+11.1pp | 69.9%+28.7pp |
| Annual return | -4.46% | 2.39%-6.8pp | 651.12%-655.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $2,018 | $3,350-39.8% | $5,606-64.0% | $2,111-4.4% |
| Participant deferral / active EE | $6,969 | $5,129+35.9% | $6,927+0.6% | $3,350+108.1% |
| Admin fee / account holder | $16 | $614-97.5% | $10,705-99.9% | $521-97.0% |