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: TROMBINO PENSION ADMINISTRATRS INC Service code 15 · EIN 01-0577649 45946 CORTE CARMELLO · TEMECULA, CA 92592 | Recordkeeping | $9,625 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,423 | $69,305-67.6% | $82,313-72.8% | $69,631-67.8% |
| Participation rate | 66.0% | 80.3%-14.3pp | 76.9%-10.9pp | 70.7%-4.7pp |
| Annual return | 16.21% | 21.47%-5.3pp | 25.88%-9.7pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,414 | $1,887-25.1% | $2,428-41.8% | $2,032-30.4% |
| Participant deferral / active EE | $2,267 | $3,568-36.5% | $3,706-38.8% | $3,224-29.7% |
| Admin fee / account holder | $62 | $97-35.7% | $5,608-98.9% | $110-43.5% |