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 | $2,451 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,101 |
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 | $26,508 | $49,451-46.4% | $79,550-66.7% | $66,914-60.4% |
| Participation rate | 98.5% | 61.3%+37.2pp | 69.5%+29.0pp | 69.8%+28.7pp |
| Annual return | -16.69% | 84.25%-100.9pp | 0.16%-16.9pp | 1.58%-18.3pp |
| Employer contribution / active EE | $252 | $1,266-80.1% | $2,413-89.6% | $2,544-90.1% |
| Participant deferral / active EE | $4,413 | $3,159+39.7% | $3,985+10.7% | $4,237+4.2% |
| Admin fee / account holder | $192 | $595-67.7% | $6,832-97.2% | $593-67.6% |