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 | $2,300 |
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,687 | $44,960-49.5% | $84,966-73.3% | $74,495-69.5% |
| Participation rate | 67.5% | 49.4%+18.2pp | 67.5%0pp | 67.2%+0.3pp |
| Annual return | 15.76% | 26.24%-10.5pp | 66.38%-50.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $2,295 | $1,457+57.5% | $2,727-15.8% | $2,623-12.5% |
| Participant deferral / active EE | $3,894 | $2,731+42.6% | $4,519-13.8% | $4,346-10.4% |
| Admin fee / account holder | $282 | $2,209-87.2% | $6,149-95.4% | $1,942-85.5% |