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) | $2,937 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,050 |
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 | $130,607 | $49,915+161.7% | $154,803-15.6% | $74,304+75.8% |
| Participation rate | 95.5% | 54.0%+41.6pp | 78.1%+17.5pp | 60.3%+35.2pp |
| Annual return | 15.03% | 34.06%-19.0pp | 58.88%-43.9pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,250 | $1,611-22.4% | $4,305-71.0% | $2,241-44.2% |
| Participant deferral / active EE | $6,076 | $2,255+169.5% | $5,540+9.7% | $3,767+61.3% |
| Admin fee / account holder | $745 | $2,189-65.9% | $14,329-94.8% | $2,969-74.9% |