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) | $9,685 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $274 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,017 | $39,286+37.5% | $80,716-33.1% | $79,386-32.0% |
| Participation rate | 20.8% | 41.0%-20.2pp | 54.2%-33.4pp | 70.7%-49.9pp |
| Annual return | 8.65% | 98.95%-90.3pp | 87.28%-78.6pp | 116.85%-108.2pp |
| Employer contribution / active EE | $400 | $594-32.6% | $1,160-65.5% | $2,427-83.5% |
| Participant deferral / active EE | $806 | $1,264-36.2% | $2,146-62.4% | $4,046-80.1% |
| Admin fee / account holder | $1,002 | $647+54.9% | $3,380-70.4% | $626+59.9% |