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: RAYMOND JAMES & ASSOC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $12,747 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $647 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,531 | $58,264-20.1% | $86,612-46.3% | $71,457-34.9% |
| Participation rate | 48.2% | 65.0%-16.7pp | 71.7%-23.5pp | 67.9%-19.7pp |
| Annual return | 19.70% | 21.63%-1.9pp | 591.07%-571.4pp | 28.85%-9.2pp |
| Employer contribution / active EE | $774 | $2,574-69.9% | $3,022-74.4% | $2,588-70.1% |
| Participant deferral / active EE | $2,134 | $3,436-37.9% | $4,438-51.9% | $4,289-50.2% |
| Admin fee / account holder | $6,701 | $1,057+533.9% | $5,614+19.4% | $1,587+322.2% |