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 |
|---|---|---|
BLUE WATER ASSET MANAGEMENT4 years Service code 26 · EIN 32-0458569 4120 EAST BELTLINE AVE STE 100 · GRAND RAPIDS, MI 49525 | Advisory (Participants) | $30,927 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,767 |
Filed as: JOHN HANCOCK INSURANCE COMPANY USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010601 | Recordkeeping | $1,332 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,876 | $51,197-24.1% | $82,719-53.0% | $66,914-41.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -16.90% | -9.64%-7.3pp | 701.18%-718.1pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,411 | $2,611-46.0% | $3,009-53.1% | $2,544-44.6% |
| Participant deferral / active EE | $3,143 | $3,458-9.1% | $4,395-28.5% | $4,237-25.8% |
| Admin fee / account holder | $329 | $416-20.8% | $5,329-93.8% | $593-44.5% |