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) | $2,988 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO U.S. Service code 15 · EIN 01-0233346 | Recordkeeping | $774 |
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 | $65,695 | $35,986+82.6% | $77,482-15.2% | $73,488-10.6% |
| Participation rate | 79.3% | 40.8%+38.5pp | 54.2%+25.2pp | 70.7%+8.7pp |
| Annual return | 15.29% | 19.26%-4.0pp | 54.79%-39.5pp | 28.51%-13.2pp |
| Employer contribution / active EE | $758 | $557+35.9% | $986-23.2% | $2,270-66.6% |
| Participant deferral / active EE | $3,855 | $1,198+221.9% | $1,861+107.1% | $3,740+3.1% |
| Admin fee / account holder | $296 | $466-36.4% | $2,858-89.6% | $513-42.3% |