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: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,142 |
Filed as: JOHN HANCOCK LIFE INS. CO. U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $60 |
Filed as: THE PARAGON ALLIANCE GROUP Service code 15 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,885 | $59,805+3.5% | $79,550-22.2% | $68,494-9.6% |
| Participation rate | 95.2% | 61.1%+34.2pp | 69.5%+25.8pp | 67.9%+27.3pp |
| Annual return | -15.13% | -12.30%-2.8pp | 0.16%-15.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $4,178 | $1,505+177.6% | $2,413+73.2% | $2,596+60.9% |
| Participant deferral / active EE | $2,953 | $3,024-2.3% | $3,985-25.9% | $4,027-26.7% |
| Admin fee / account holder | $110 | $4,835-97.7% | $6,832-98.4% | $5,403-98.0% |