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 9-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 Service code 26 · EIN 95-2755361 | Advisory (Participants) | $493 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO U.S. Service code 15 · EIN 01-0233346 | Recordkeeping | $132 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,585 | $31,679+84.9% | $74,701-21.6% | $65,185-10.1% |
| Participation rate | 83.9% | 40.4%+43.6pp | 54.5%+29.5pp | 70.2%+13.7pp |
| Annual return | 4.33% | 39.04%-34.7pp | 752.92%-748.6pp | 29.38%-25.1pp |
| Employer contribution / active EE | $351 | $566-38.0% | $1,084-67.6% | $2,177-83.9% |
| Participant deferral / active EE | $683 | $1,191-42.7% | $1,964-65.2% | $3,514-80.6% |
| Admin fee / account holder | $3 | $379-99.3% | $3,333-99.9% | $847-99.7% |