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 STRATEGIES4 years Service code 27 1290 6TH AVE, 9TH FLOOR, · NEW YORK, NY 10104 | Advisory (Plan) | $8,900 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $7,382 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 28 525 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $593 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,489 | $50,815-34.1% | $155,509-78.5% | $77,643-56.9% |
| Participation rate | 24.0% | 63.1%-39.1pp | 78.2%-54.2pp | 70.6%-46.6pp |
| Annual return | 11.18% | 34.80%-23.6pp | 64.67%-53.5pp | 31.24%-20.1pp |
| Employer contribution / active EE | $209 | $1,993-89.5% | $4,672-95.5% | $2,726-92.3% |
| Participant deferral / active EE | $813 | $2,822-71.2% | $5,626-85.5% | $4,647-82.5% |
| Admin fee / account holder | $180 | $437-58.9% | $15,912-98.9% | $430-58.3% |