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 8-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 LIFE INSURANCE CO. (US Service code 15 · EIN 01-0233346 | Recordkeeping | $975 |
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,716 | $37,393-68.7% | $77,024-84.8% | $66,914-82.5% |
| Participation rate | 58.0% | 52.9%+5.2pp | 67.9%-9.9pp | 69.8%-11.8pp |
| Annual return | -20.05% | -3.29%-16.8pp | 42.32%-62.4pp | 1.58%-21.6pp |
| Employer contribution / active EE | $2,921 | $1,531+90.8% | $2,812+3.9% | $2,544+14.8% |
| Participant deferral / active EE | $4,931 | $2,617+88.4% | $4,426+11.4% | $4,237+16.4% |
| Admin fee / account holder | $148 | $567-74.0% | $5,425-97.3% | $593-75.1% |