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) | $2,469 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $725 |
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 | $100,687 | $61,272+64.3% | $149,673-32.7% | $71,457+40.9% |
| Participation rate | 96.9% | 62.5%+34.3pp | 78.8%+18.1pp | 67.9%+28.9pp |
| Annual return | 14.96% | 35.85%-20.9pp | 134.42%-119.5pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,102 | $2,378-53.7% | $4,818-77.1% | $2,588-57.4% |
| Participant deferral / active EE | $6,027 | $2,917+106.6% | $5,680+6.1% | $4,289+40.5% |
| Admin fee / account holder | $596 | $1,261-52.7% | $13,210-95.5% | $1,587-62.4% |