See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $5,154 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $2,788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,974 | $46,292-11.5% | $143,757-71.5% | $64,808-36.8% |
| Participation rate | 70.3% | 64.2%+6.1pp | 80.3%-10.0pp | 71.5%-1.2pp |
| Annual return | -14.89% | -10.05%-4.8pp | -0.04%-14.8pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,390 | $1,910-27.2% | $4,951-71.9% | $2,506-44.5% |
| Participant deferral / active EE | $2,735 | $2,646+3.4% | $5,637-51.5% | $4,310-36.5% |
| Admin fee / account holder | $157 | $154+1.9% | $14,673-98.9% | $188-16.6% |