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) | $2,447 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $675 |
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 | $87,910 | $65,061+35.1% | $143,757-38.8% | $66,914+31.4% |
| Participation rate | 98.4% | 65.2%+33.2pp | 80.3%+18.1pp | 69.8%+28.6pp |
| Annual return | -16.67% | -11.14%-5.5pp | -0.04%-16.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,138 | $2,361-51.8% | $4,951-77.0% | $2,544-55.3% |
| Participant deferral / active EE | $5,584 | $2,919+91.3% | $5,637-0.9% | $4,237+31.8% |
| Admin fee / account holder | $598 | $502+19.2% | $14,673-95.9% | $593+0.9% |