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 Service code 15 · EIN 01-0233346 | Recordkeeping | $101,842 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $8,261 |
Service code 55 | Other Commissions | $0 |
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 | $102,994 | $185,342-44.4% | $111,297-7.5% | $86,799+18.7% |
| Participation rate | 90.7% | 81.0%+9.8pp | 77.3%+13.4pp | 72.3%+18.5pp |
| Annual return | 14.15% | 500.80%-486.7pp | 54.65%-40.5pp | 97.91%-83.8pp |
| Employer contribution / active EE | $452 | $2,246-79.9% | $2,731-83.5% | $2,405-81.2% |
| Participant deferral / active EE | $5,236 | $4,458+17.4% | $4,487+16.7% | $4,131+26.7% |
| Admin fee / account holder | $230 | $255-10.1% | $7,964-97.1% | $170+35.4% |