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 PO BOX 00 · BUFFALO, NY 14201 | Recordkeeping | $1,864 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,997 | $52,293-8.2% | $178,490-73.1% | $73,409-34.6% |
| Participation rate | 29.0% | 65.3%-36.3pp | 81.9%-52.9pp | 72.2%-43.2pp |
| Annual return | 18.80% | 34.75%-15.9pp | 151.07%-132.3pp | 59.29%-40.5pp |
| Employer contribution / active EE | $649 | $1,735-62.6% | $5,011-87.0% | $2,234-70.9% |
| Participant deferral / active EE | $1,406 | $2,332-39.7% | $5,202-73.0% | $3,805-63.0% |
| Admin fee / account holder | $328 | $127+157.5% | $13,984-97.7% | $158+107.7% |