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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $361,175 |
MERCER2 years Service code 55 | Other Commissions | $52,708 |
MERCER10+ years Filed as: MERCER CONSULTING Service code 27 777 S. FIGUEROA STREET · LOS ANGELES, CA 90017 | Advisory (Plan) | $52,708 |
SINGERLEWAK LLP7 years Service code 10 · EIN 95-2302617 | Accounting | $40,460 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 26 · EIN 61-1758632 | Advisory (Participants) | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $93,287 | $148,970-37.4% | $136,007-31.4% | $199,593-53.3% |
| Participation rate | 63.6% | 79.4%-15.7pp | 76.5%-12.8pp | 72.0%-8.3pp |
| Annual return | 16.68% | 27.07%-10.4pp | 579.32%-562.6pp | 34.25%-17.6pp |
| Employer contribution / active EE | $1,964 | $3,561-44.9% | $4,217-53.4% | $3,034-35.3% |
| Participant deferral / active EE | $4,416 | $6,140-28.1% | $7,025-37.1% | $5,087-13.2% |
| Admin fee / account holder | $252 | $144+75.5% | $6,858-96.3% | $269-6.1% |