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) | $9,519 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,966 | $26,549+92.0% | $61,373-17.0% | $66,914-23.8% |
| Participation rate | 15.9% | 38.1%-22.2pp | 52.6%-36.7pp | 69.8%-53.9pp |
| Annual return | -10.26% | -16.21%+6.0pp | 338.61%-348.9pp | 1.58%-11.8pp |
| Employer contribution / active EE | $313 | $651-52.0% | $1,159-73.0% | $2,544-87.7% |
| Participant deferral / active EE | $763 | $1,338-43.0% | $2,125-64.1% | $4,237-82.0% |
| Admin fee / account holder | $36 | $409-91.3% | $2,130-98.3% | $593-94.0% |