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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $18,711 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $16,776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,613 | $59,402-29.9% | $93,654-55.6% | $74,546-44.2% |
| Participation rate | 67.1% | 59.7%+7.5pp | 68.7%-1.6pp | 67.2%-0.1pp |
| Annual return | 10.19% | 81.86%-71.7pp | 133.34%-123.2pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $63 | $1,265-95.1% | $2,421-97.4% | $2,624-97.6% |
| Participant deferral / active EE | $2,134 | $3,049-30.0% | $4,413-51.6% | $4,347-50.9% |
| Admin fee / account holder | $311 | $3,023-89.7% | $8,282-96.2% | $1,944-84.0% |