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 |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $61,997 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $6,595 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,721 | $46,292-42.3% | $143,757-81.4% | $64,808-58.8% |
| Participation rate | 67.7% | 64.2%+3.5pp | 80.3%-12.6pp | 71.5%-3.7pp |
| Annual return | -13.87% | -10.05%-3.8pp | -0.04%-13.8pp | 32.82%-46.7pp |
| Employer contribution / active EE | $944 | $1,910-50.6% | $4,951-80.9% | $2,506-62.3% |
| Participant deferral / active EE | $2,444 | $2,646-7.6% | $5,637-56.6% | $4,310-43.3% |
| Admin fee / account holder | $172 | $154+11.5% | $14,673-98.8% | $188-8.7% |