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 7-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 |
|---|---|---|
Service code 26 · EIN 42-1445429 | Advisory (Participants) | $9,624 |
Filed as: WILLSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $385 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $173 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,677 | $70,908-65.2% | $98,907-75.1% | $73,488-66.4% |
| Participation rate | 53.7% | 73.8%-20.1pp | 76.0%-22.3pp | 70.7%-17.0pp |
| Annual return | 17.44% | 34.17%-16.7pp | 196.43%-179.0pp | 28.51%-11.1pp |
| Employer contribution / active EE | $798 | $2,036-60.8% | $2,689-70.3% | $2,270-64.9% |
| Participant deferral / active EE | $1,384 | $3,500-60.4% | $4,244-67.4% | $3,740-63.0% |
| Admin fee / account holder | $6 | $535-98.9% | $6,642-99.9% | $513-98.9% |