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 LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $52,531 |
Filed as: WILSHIRE ASSOCIATES INC. USA Service code 26 · EIN 92-2755361 | Advisory (Participants) | $1,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,366 | $86,655-22.3% | $119,609-43.7% | $66,914+0.7% |
| Participation rate | 31.2% | 75.6%-44.4pp | 79.3%-48.1pp | 69.8%-38.6pp |
| Annual return | -14.18% | -8.00%-6.2pp | -14.97%+0.8pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,439 | $2,536-43.2% | $4,232-66.0% | $2,544-43.4% |
| Participant deferral / active EE | $1,958 | $4,358-55.1% | $5,602-65.0% | $4,237-53.8% |
| Admin fee / account holder | $597 | $755-20.9% | $10,323-94.2% | $593+0.6% |