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 INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $4,358 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. NY Service code 15 · EIN 13-3646501 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $72 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,542 | $104,475-1.9% | $159,436-35.7% | $79,386+29.2% |
| Participation rate | 74.1% | 76.6%-2.5pp | 82.8%-8.7pp | 70.7%+3.4pp |
| Annual return | 14.92% | 67.95%-53.0pp | 263.57%-248.6pp | 116.85%-101.9pp |
| Employer contribution / active EE | $470 | $3,417-86.3% | $4,829-90.3% | $2,427-80.6% |
| Participant deferral / active EE | $6,381 | $6,467-1.3% | $7,352-13.2% | $4,046+57.7% |
| Admin fee / account holder | $461 | $711-35.2% | $10,799-95.7% | $626-26.4% |