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 |
|---|---|---|
PBMARES WEALTH MANAGEMENT, LLC10+ years Service code 26 · EIN 54-1926539 | Advisory (Participants) | $43,551 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $33,796 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,203 | $109,881+29.4% | $150,045-5.2% | $84,808+67.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.97% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $5,049 | $3,561+41.8% | $4,693+7.6% | $2,631+91.9% |
| Participant deferral / active EE | $15,076 | $6,636+127.2% | $7,997+88.5% | $4,212+258.0% |
| Admin fee / account holder | $468 | $8,568-94.5% | $13,435-96.5% | $7,344-93.6% |