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) | $6,496 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $447 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,481 | $28,109+47.6% | $71,086-41.6% | $56,287-26.3% |
| Participation rate | 23.4% | 40.4%-17.0pp | 54.7%-31.3pp | 69.9%-46.5pp |
| Annual return | -0.43% | -615.05%+614.6pp | 650.59%-651.0pp | -9.96%+9.5pp |
| Employer contribution / active EE | $384 | $558-31.2% | $1,088-64.7% | $2,111-81.8% |
| Participant deferral / active EE | $830 | $1,116-25.6% | $1,874-55.7% | $3,350-75.2% |
| Admin fee / account holder | $71 | $585-87.8% | $3,082-97.7% | $521-86.3% |