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 | $158,909 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $5,314 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,582 | $53,136-74.4% | $155,509-91.3% | $199,593-93.2% |
| Participation rate | 90.3% | 64.1%+26.2pp | 78.2%+12.1pp | 72.0%+18.3pp |
| Annual return | 13.72% | 41.15%-27.4pp | 64.67%-50.9pp | 34.25%-20.5pp |
| Employer contribution / active EE | $61 | $1,851-96.7% | $4,672-98.7% | $3,034-98.0% |
| Participant deferral / active EE | $1,843 | $3,161-41.7% | $5,626-67.2% | $5,087-63.8% |
| Admin fee / account holder | $73 | $185-60.4% | $15,912-99.5% | $269-72.7% |