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 8-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 CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,174 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,012 | $73,638-71.5% | $95,952-78.1% | $73,488-71.4% |
| Participation rate | 90.7% | 76.2%+14.6pp | 77.1%+13.6pp | 70.7%+20.0pp |
| Annual return | 15.29% | 16.78%-1.5pp | 91.61%-76.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $2,268 | $1,863+21.7% | $2,541-10.8% | $2,270-0.1% |
| Participant deferral / active EE | $3,944 | $3,617+9.0% | $4,167-5.3% | $3,740+5.5% |
| Admin fee / account holder | $135 | $482-72.0% | $6,795-98.0% | $513-73.7% |