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 | $2,865 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,322 |
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 | $33,386 | $54,701-39.0% | $86,188-61.3% | $71,457-53.3% |
| Participation rate | 68.4% | 60.1%+8.3pp | 69.0%-0.6pp | 67.9%+0.5pp |
| Annual return | 18.96% | 20.06%-1.1pp | 1168.45%-1149.5pp | 28.85%-9.9pp |
| Employer contribution / active EE | $622 | $1,265-50.8% | $2,380-73.9% | $2,588-76.0% |
| Participant deferral / active EE | $4,708 | $3,108+51.5% | $3,985+18.1% | $4,289+9.8% |
| Admin fee / account holder | $208 | $1,922-89.2% | $6,852-97.0% | $1,587-86.9% |