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 Service code 15 · EIN 01-0233346 | Recordkeeping | $18,288 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 | Advisory (Participants) | $674 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,336 | $77,660-19.7% | $109,143-42.9% | $79,386-21.5% |
| Participation rate | 38.8% | 67.8%-29.0pp | 75.9%-37.1pp | 70.7%-31.9pp |
| Annual return | 16.01% | 23.44%-7.4pp | 25.75%-9.7pp | 116.85%-100.8pp |
| Employer contribution / active EE | $812 | $2,797-71.0% | $3,722-78.2% | $2,427-66.6% |
| Participant deferral / active EE | $1,314 | $3,518-62.6% | $4,653-71.8% | $4,046-67.5% |
| Admin fee / account holder | $325 | $732-55.7% | $6,752-95.2% | $626-48.2% |