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 | $21,143 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 22 | Insurance Broker | $14,284 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,165 | $51,197-39.1% | $82,719-62.3% | $66,914-53.4% |
| Participation rate | 94.3% | 67.8%+26.5pp | 72.6%+21.8pp | 69.8%+24.5pp |
| Annual return | -12.00% | -9.64%-2.4pp | 701.18%-713.2pp | 1.58%-13.6pp |
| Employer contribution / active EE | $2,165 | $2,611-17.1% | $3,009-28.0% | $2,544-14.9% |
| Participant deferral / active EE | $2,396 | $3,458-30.7% | $4,395-45.5% | $4,237-43.5% |
| Admin fee / account holder | $248 | $416-40.4% | $5,329-95.4% | $593-58.3% |