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 6-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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $31,142 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 24 E COTA ST. STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $23,874 |
Service code 27 24 E COTA ST. SUITE 100 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $8,392 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $130,885 | $102,382+27.8% | $147,005-11.0% | $80,874+61.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.74% | 134.89%-121.1pp | 418.76%-405.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $7,322 | $3,715+97.1% | $4,934+48.4% | $2,756+165.7% |
| Participant deferral / active EE | $14,836 | $6,646+123.2% | $8,070+83.8% | $4,297+245.3% |
| Admin fee / account holder | $507 | $7,942-93.6% | $13,006-96.1% | $6,935-92.7% |