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: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $5,080 |
ERISA SERVICES, INC.1 year Filed as: ERISA INC Service code 99 · EIN 36-3180571 | Other Fees | $4,115 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $4,031 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,429 | $88,890-18.5% | $102,423-29.3% | $77,643-6.7% |
| Participation rate | 83.8% | 80.9%+2.9pp | 76.5%+7.3pp | 70.6%+13.3pp |
| Annual return | 16.75% | 24.98%-8.2pp | 29.32%-12.6pp | 31.24%-14.5pp |
| Employer contribution / active EE | $2,067 | $2,698-23.4% | $3,023-31.6% | $2,726-24.2% |
| Participant deferral / active EE | $4,026 | $5,145-21.8% | $5,053-20.3% | $4,647-13.4% |
| Admin fee / account holder | $316 | $235+34.3% | $9,451-96.7% | $430-26.5% |