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 STRATEGIES3 years Service code 27 1290 6TH AVE, 9TH FLOOR, · NEW YORK, NY 10104 | Advisory (Plan) | $7,941 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $6,587 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 28 525 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $529 |
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 | $30,824 | $61,272-49.7% | $149,673-79.4% | $71,457-56.9% |
| Participation rate | 31.2% | 62.5%-31.3pp | 78.8%-47.6pp | 67.9%-36.8pp |
| Annual return | 13.80% | 35.85%-22.0pp | 134.42%-120.6pp | 28.85%-15.0pp |
| Employer contribution / active EE | $293 | $2,378-87.7% | $4,818-93.9% | $2,588-88.7% |
| Participant deferral / active EE | $1,022 | $2,917-65.0% | $5,680-82.0% | $4,289-76.2% |
| Admin fee / account holder | $159 | $1,261-87.4% | $13,210-98.8% | $1,587-90.0% |