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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,980 |
Filed as: WILSHIRE ASSOCIATES USA Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,928 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,533 | $69,763-7.5% | $67,502-4.4% | $74,495-13.4% |
| Participation rate | 99.2% | 71.4%+27.8pp | 72.9%+26.3pp | 67.2%+32.0pp |
| Annual return | 9.55% | -40.34%+49.9pp | 3512.12%-3502.6pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $5,887 | $2,704+117.7% | $2,731+115.6% | $2,623+124.5% |
| Participant deferral / active EE | $3,539 | $3,636-2.7% | $4,000-11.5% | $4,346-18.6% |
| Admin fee / account holder | $56 | $896-93.8% | $3,998-98.6% | $1,942-97.1% |