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 5-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 27 · EIN 61-1758632 | Advisory (Plan) | $19,016 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $10,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,588 | $55,415+34.6% | $155,509-52.0% | $74,495+0.1% |
| Participation rate | 37.8% | 61.9%-24.1pp | 78.2%-40.4pp | 67.2%-29.4pp |
| Annual return | 11.21% | 268.50%-257.3pp | 64.67%-53.5pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,037 | $2,267-54.2% | $4,672-77.8% | $2,623-60.4% |
| Participant deferral / active EE | $2,087 | $2,836-26.4% | $5,626-62.9% | $4,346-52.0% |
| Admin fee / account holder | $470 | $1,738-73.0% | $15,912-97.0% | $1,942-75.8% |