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 7-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: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,124 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 115 PERIMETER CENTER PL NE · ATLANTA, GA 30346 | Recordkeeping | $402 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,847 | $27,839+61.1% | $58,482-23.3% | $71,457-37.2% |
| Participation rate | 47.1% | 34.5%+12.5pp | 50.9%-3.8pp | 67.9%-20.9pp |
| Annual return | 13.85% | 26.81%-13.0pp | 4239.32%-4225.5pp | 28.85%-15.0pp |
| Employer contribution / active EE | $495 | $631-21.4% | $1,053-53.0% | $2,588-80.9% |
| Participant deferral / active EE | $1,437 | $1,206+19.1% | $1,924-25.3% | $4,289-66.5% |
| Admin fee / account holder | $405 | $1,641-75.3% | $2,516-83.9% | $1,587-74.5% |