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 |
|---|---|---|
SOUTHWEST WEALTH STRATEGIES2 years Service code 27 1290 6TH AVE, 9TH FLOOR, · NEW YORK, NY 10104 | Advisory (Plan) | $8,076 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $7,366 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 28 525 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,941 | $65,061-60.1% | $143,757-82.0% | $66,914-61.2% |
| Participation rate | 33.3% | 65.2%-31.8pp | 80.3%-47.0pp | 69.8%-36.5pp |
| Annual return | -15.22% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $285 | $2,361-87.9% | $4,951-94.3% | $2,544-88.8% |
| Participant deferral / active EE | $1,052 | $2,919-64.0% | $5,637-81.3% | $4,237-75.2% |
| Admin fee / account holder | $158 | $502-68.5% | $14,673-98.9% | $593-73.3% |