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: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $444 |
Filed as: JOHN HANCOCK LIFE INS CO (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,956 | $64,119-51.7% | $112,228-72.4% | $66,914-53.7% |
| Participation rate | 46.5% | 68.5%-22.0pp | 75.1%-28.5pp | 69.8%-23.3pp |
| Annual return | -13.47% | -13.81%+0.3pp | 27.45%-40.9pp | 1.58%-15.0pp |
| Employer contribution / active EE | $1,035 | $3,005-65.6% | $3,635-71.5% | $2,544-59.3% |
| Participant deferral / active EE | $1,688 | $3,693-54.3% | $4,728-64.3% | $4,237-60.2% |
| Admin fee / account holder | $244 | $625-61.0% | $6,410-96.2% | $593-58.9% |