See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 10 · EIN 61-1758632 | Accounting | $32,762 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $4,810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,906 | $69,477+124.4% | $94,646+64.7% | $71,457+118.2% |
| Participation rate | 93.3% | 78.4%+14.9pp | 80.8%+12.5pp | 67.9%+25.4pp |
| Annual return | 27.79% | 29.66%-1.9pp | 156.71%-128.9pp | 28.85%-1.1pp |
| Employer contribution / active EE | $4,870 | $2,853+70.7% | $3,672+32.6% | $2,588+88.2% |
| Participant deferral / active EE | $12,485 | $7,345+70.0% | $7,418+68.3% | $4,289+191.1% |
| Admin fee / account holder | $217 | $1,210-82.0% | $7,231-97.0% | $1,587-86.3% |