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) | $2,758 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO U.S. Service code 15 · EIN 01-0233346 | Recordkeeping | $802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,708 | $27,839+107.3% | $58,482-1.3% | $71,457-19.2% |
| Participation rate | 65.1% | 34.5%+30.6pp | 50.9%+14.2pp | 67.9%-2.8pp |
| Annual return | 14.99% | 26.81%-11.8pp | 4239.32%-4224.3pp | 28.85%-13.9pp |
| Employer contribution / active EE | $2,043 | $631+223.9% | $1,053+94.0% | $2,588-21.0% |
| Participant deferral / active EE | $4,184 | $1,206+246.9% | $1,924+117.5% | $4,289-2.4% |
| Admin fee / account holder | $286 | $1,641-82.6% | $2,516-88.6% | $1,587-82.0% |