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 | $2,261 |
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,069 | $41,078-58.4% | $80,569-78.8% | $71,457-76.1% |
| Participation rate | 64.4% | 50.2%+14.2pp | 67.0%-2.6pp | 67.9%-3.5pp |
| Annual return | 18.20% | 38.45%-20.2pp | 935.43%-917.2pp | 28.85%-10.6pp |
| Employer contribution / active EE | $2,061 | $1,506+36.9% | $2,723-24.3% | $2,588-20.4% |
| Participant deferral / active EE | $3,485 | $2,699+29.1% | $4,447-21.6% | $4,289-18.7% |
| Admin fee / account holder | $207 | $1,840-88.7% | $5,377-96.1% | $1,587-86.9% |