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 9-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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $139,956 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $6,273 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,893 | $79,519-4.6% | $95,952-20.9% | $73,409+3.4% |
| Participation rate | 96.0% | 81.2%+14.8pp | 77.1%+18.9pp | 72.2%+23.8pp |
| Annual return | 6.44% | 19.20%-12.8pp | 91.61%-85.2pp | 59.29%-52.9pp |
| Employer contribution / active EE | $354 | $2,048-82.7% | $2,541-86.1% | $2,234-84.1% |
| Participant deferral / active EE | $5,621 | $4,138+35.8% | $4,167+34.9% | $3,805+47.7% |
| Admin fee / account holder | $325 | $184+76.3% | $6,795-95.2% | $158+105.8% |