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 | Advisory (Participants) | $2,959 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $650 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,393 | $61,156+96.9% | $185,823-35.2% | $79,386+51.7% |
| Participation rate | 97.5% | 66.6%+30.8pp | 81.7%+15.8pp | 70.7%+26.8pp |
| Annual return | 11.56% | 19.45%-7.9pp | 122.05%-110.5pp | 116.85%-105.3pp |
| Employer contribution / active EE | $1,186 | $2,321-48.9% | $5,167-77.0% | $2,427-51.1% |
| Participant deferral / active EE | $5,610 | $2,789+101.2% | $5,568+0.8% | $4,046+38.7% |
| Admin fee / account holder | $752 | $710+6.0% | $16,237-95.4% | $626+20.1% |