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 |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC2+ years Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $37,385 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $30,498 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,529 | $111,608-58.3% | $177,821-73.8% | $73,409-36.6% |
| Participation rate | 81.7% | 87.9%-6.2pp | 87.7%-6.0pp | 72.2%+9.5pp |
| Annual return | 76.91% | 18.23%+58.7pp | 48.32%+28.6pp | 59.29%+17.6pp |
| Employer contribution / active EE | $1,275 | $3,796-66.4% | $5,918-78.5% | $2,234-42.9% |
| Participant deferral / active EE | $4,254 | $6,199-31.4% | $7,714-44.9% | $3,805+11.8% |
| Admin fee / account holder | $108 | $166-34.5% | $12,427-99.1% | $158-31.3% |