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 6-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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $6,250 |
Filed as: JOHN HANCOCK LIFE INSURANCE C Service code 15 · EIN 01-0233346 | Recordkeeping | $325 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,872 | $52,953-77.6% | $172,739-93.1% | $65,185-81.8% |
| Participation rate | 52.9% | 66.2%-13.3pp | 82.6%-29.8pp | 70.2%-17.3pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.84%-802.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $517 | $2,190-76.4% | $5,143-89.9% | $2,177-76.2% |
| Participant deferral / active EE | $2,192 | $2,471-11.3% | $5,198-57.8% | $3,514-37.6% |
| Admin fee / account holder | $173 | $472-63.3% | $13,954-98.8% | $847-79.6% |