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) | $2,804 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,500 |
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 | $111,141 | $55,415+100.6% | $155,509-28.5% | $74,495+49.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.15% | 268.50%-256.3pp | 64.67%-52.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,186 | $2,267-47.7% | $4,672-74.6% | $2,623-54.8% |
| Participant deferral / active EE | $6,304 | $2,836+122.3% | $5,626+12.0% | $4,346+45.1% |
| Admin fee / account holder | $702 | $1,738-59.6% | $15,912-95.6% | $1,942-63.8% |