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 | $31,257 |
Service code 27 24 E. COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $11,955 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,899 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,412 | $79,013+148.6% | $100,391+95.6% | $74,495+163.7% |
| Participation rate | 91.8% | 79.5%+12.3pp | 81.5%+10.3pp | 67.2%+24.6pp |
| Annual return | 20.20% | 20.41%-0.2pp | 49.20%-29.0pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $5,647 | $3,021+86.9% | $3,942+43.3% | $2,623+115.3% |
| Participant deferral / active EE | $15,076 | $7,760+94.3% | $8,082+86.6% | $4,346+246.9% |
| Admin fee / account holder | $277 | $1,320-79.0% | $7,899-96.5% | $1,942-85.7% |