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 USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $18,873 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 22 | Insurance Broker | $13,955 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,024 | $66,124-36.4% | $90,404-53.5% | $73,488-42.8% |
| Participation rate | 95.7% | 69.7%+26.0pp | 72.7%+23.0pp | 70.7%+25.0pp |
| Annual return | 2.99% | 17.65%-14.7pp | 1293.02%-1290.0pp | 28.51%-25.5pp |
| Employer contribution / active EE | $1,600 | $2,346-31.8% | $3,262-50.9% | $2,270-29.5% |
| Participant deferral / active EE | $1,974 | $3,039-35.0% | $3,963-50.2% | $3,740-47.2% |
| Admin fee / account holder | $264 | $396-33.3% | $5,611-95.3% | $513-48.5% |