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 8-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 |
|---|---|---|
Service code 26 · EIN 47-1471671 | Advisory (Participants) | $29,798 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $6,875 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,325 |
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 | $22,929 | $65,946-65.2% | $81,783-72.0% | $77,671-70.5% |
| Participation rate | 41.8% | 65.8%-24.0pp | 72.4%-30.6pp | 70.6%-28.8pp |
| Annual return | 16.66% | 26.65%-10.0pp | 775.05%-758.4pp | 31.21%-14.5pp |
| Employer contribution / active EE | $1,503 | $2,371-36.6% | $2,913-48.4% | $2,726-44.9% |
| Participant deferral / active EE | $2,502 | $3,507-28.7% | $4,320-42.1% | $4,648-46.2% |
| Admin fee / account holder | $185 | $527-64.8% | $7,380-97.5% | $430-56.9% |