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 MANAGEMENT5 years Service code 26 · EIN 32-0458569 4120 EAST BELTLINE AVE STE 100 · GRAND RAPIDS, MI 49525 | Advisory (Participants) | $30,338 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,734 |
Filed as: JOHN HANCOCK INSURANCE COMPANY USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010601 | Recordkeeping | $1,412 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,187 | $58,264+46.2% | $86,612-1.6% | $71,457+19.2% |
| Participation rate | 65.2% | 65.0%+0.3pp | 71.7%-6.4pp | 67.9%-2.7pp |
| Annual return | 14.26% | 21.63%-7.4pp | 591.07%-576.8pp | 28.85%-14.6pp |
| Employer contribution / active EE | $1,411 | $2,574-45.2% | $3,022-53.3% | $2,588-45.5% |
| Participant deferral / active EE | $3,722 | $3,436+8.3% | $4,438-16.1% | $4,289-13.2% |
| Admin fee / account holder | $615 | $1,057-41.8% | $5,614-89.0% | $1,587-61.3% |