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 | $5,580 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,637 |
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 | $51,745 | $59,417-12.9% | $93,606-44.7% | $74,495-30.5% |
| Participation rate | 67.1% | 59.7%+7.5pp | 68.7%-1.6pp | 67.2%-0.1pp |
| Annual return | 12.45% | 81.83%-69.4pp | 133.20%-120.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $532 | $1,264-57.9% | $2,420-78.0% | $2,623-79.7% |
| Participant deferral / active EE | $4,554 | $3,050+49.3% | $4,411+3.2% | $4,346+4.8% |
| Admin fee / account holder | $299 | $3,021-90.1% | $8,285-96.4% | $1,942-84.6% |