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 | $46,953 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,331 |
SETAWAY LLC4 years Service code 50 · EIN 46-5055797 | Direct Payment | $1,690 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,782 | $79,171-29.5% | $102,423-45.5% | $74,495-25.1% |
| Participation rate | 78.9% | 74.8%+4.1pp | 76.5%+2.4pp | 67.2%+11.7pp |
| Annual return | 16.52% | 54.93%-38.4pp | 29.32%-12.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $2,047 | $2,362-13.3% | $3,023-32.3% | $2,623-21.9% |
| Participant deferral / active EE | $4,038 | $4,415-8.5% | $5,053-20.1% | $4,346-7.1% |
| Admin fee / account holder | $419 | $2,001-79.0% | $9,451-95.6% | $1,942-78.4% |