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 10-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 Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $858 |
Filed as: JOHN HANCOCK LIFE INSURACE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,940 | $45,863+120.1% | $77,024+31.1% | $68,494+47.4% |
| Participation rate | 48.3% | 55.9%-7.6pp | 67.9%-19.6pp | 67.9%-19.6pp |
| Annual return | -16.05% | 1.72%-17.8pp | 42.32%-58.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,549 | $1,650-6.1% | $2,812-44.9% | $2,596-40.3% |
| Participant deferral / active EE | $5,647 | $2,962+90.6% | $4,426+27.6% | $4,027+40.2% |
| Admin fee / account holder | $31 | $3,041-99.0% | $5,425-99.4% | $5,403-99.4% |