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: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,009 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,085 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,722 | $59,263-48.2% | $96,562-68.2% | $79,386-61.3% |
| Participation rate | 61.2% | 61.9%-0.7pp | 69.8%-8.6pp | 70.7%-9.5pp |
| Annual return | 16.07% | 27.07%-11.0pp | 37.78%-21.7pp | 116.85%-100.8pp |
| Employer contribution / active EE | $182 | $1,216-85.1% | $2,356-92.3% | $2,427-92.5% |
| Participant deferral / active EE | $4,041 | $2,948+37.1% | $3,849+5.0% | $4,046-0.1% |
| Admin fee / account holder | $193 | $658-70.7% | $6,181-96.9% | $626-69.2% |