See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $508 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $428 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,433 | $56,897-48.3% | $84,750-65.3% | $62,891-53.2% |
| Participation rate | 55.4% | 68.5%-13.1pp | 76.6%-21.2pp | 69.3%-13.9pp |
| Annual return | 5.27% | 6.30%-1.0pp | 22.78%-17.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $889 | $2,400-63.0% | $3,574-75.1% | $2,281-61.0% |
| Participant deferral / active EE | $600 | $2,709-77.9% | $3,712-83.8% | $3,203-81.3% |
| Admin fee / account holder | $22 | $3,581-99.4% | $5,332-99.6% | $4,296-99.5% |