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.(NY) Service code 26 · EIN 04-1590850 | Advisory (Participants) | $15,488 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 13-3646501 | Recordkeeping | $2,006 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,209 | $119,446+40.0% | $150,045+11.4% | $85,563+95.4% |
| Participation rate | 84.4% | 75.4%+9.0pp | 82.3%+2.1pp | 66.0%+18.4pp |
| Annual return | 19.82% | 23.72%-3.9pp | 62.55%-42.7pp | 31.51%-11.7pp |
| Employer contribution / active EE | $6,831 | $4,078+67.5% | $4,693+45.6% | $2,654+157.4% |
| Participant deferral / active EE | $14,333 | $7,985+79.5% | $7,997+79.2% | $4,375+227.6% |
| Admin fee / account holder | $383 | $548-30.0% | $13,435-97.1% | $834-54.1% |