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: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVE. · SANTA MONICA, CA 90401 | Advisory (Participants) | $578 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 13 · EIN 01-0233346 | Contract Administrator | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $39,968 | $35,986+11.1% | $77,482-48.4% | $73,488-45.6% |
| Participation rate | 36.0% | 40.8%-4.9pp | 54.2%-18.2pp | 70.7%-34.7pp |
| Annual return | 5.00% | 19.26%-14.3pp | 54.79%-49.8pp | 28.51%-23.5pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,688 | $1,198+41.0% | $1,861-9.3% | $3,740-54.9% |
| Admin fee / account holder | $440 | $466-5.6% | $2,858-84.6% | $513-14.3% |