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 | $106,749+33.2% | $145,433-2.2% | $82,448+72.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.97% | 27.59%-6.6pp | 66.58%-45.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $5,049 | $3,444+46.6% | $4,554+10.9% | $2,551+97.9% |
| Participant deferral / active EE | $15,076 | $6,519+131.3% | $7,897+90.9% | $4,139+264.2% |
| Admin fee / account holder | $468 | $8,390-94.4% | $13,129-96.4% | $7,234-93.5% |