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 LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $39,548 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,824 |
SETAWAY LLC3 years Service code 50 · EIN 46-5055797 | Direct Payment | $1,371 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,416 | $76,050-35.0% | $96,544-48.8% | $71,457-30.8% |
| Participation rate | 75.7% | 74.4%+1.3pp | 76.0%-0.3pp | 67.9%+7.8pp |
| Annual return | 13.61% | 22.81%-9.2pp | 25.84%-12.2pp | 28.85%-15.2pp |
| Employer contribution / active EE | $1,726 | $2,244-23.1% | $2,965-41.8% | $2,588-33.3% |
| Participant deferral / active EE | $3,198 | $4,215-24.1% | $4,851-34.1% | $4,289-25.4% |
| Admin fee / account holder | $347 | $2,707-87.2% | $8,252-95.8% | $1,587-78.1% |