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) | $7,644 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $386 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,380 | $35,986+42.8% | $77,482-33.7% | $73,488-30.1% |
| Participation rate | 22.6% | 40.8%-18.3pp | 54.2%-31.6pp | 70.7%-48.1pp |
| Annual return | 9.44% | 19.26%-9.8pp | 54.79%-45.3pp | 28.51%-19.1pp |
| Employer contribution / active EE | $331 | $557-40.5% | $986-66.4% | $2,270-85.4% |
| Participant deferral / active EE | $634 | $1,198-47.1% | $1,861-66.0% | $3,740-83.1% |
| Admin fee / account holder | $126 | $466-72.8% | $2,858-95.6% | $513-75.3% |