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 Service code 15 · EIN 01-0233346 | Recordkeeping | $56,285 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $2,345 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,852 | $50,982+107.6% | $154,803-31.6% | $85,563+23.7% |
| Participation rate | 5.6% | 59.8%-54.2pp | 78.1%-72.5pp | 66.0%-60.4pp |
| Annual return | 17.06% | 30.35%-13.3pp | 58.88%-41.8pp | 31.51%-14.5pp |
| Employer contribution / active EE | $144 | $1,708-91.6% | $4,305-96.7% | $2,654-94.6% |
| Participant deferral / active EE | $1,336 | $2,474-46.0% | $5,540-75.9% | $4,375-69.5% |
| Admin fee / account holder | $801 | $846-5.3% | $14,329-94.4% | $834-4.0% |