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 (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $3,418 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $888 |
Filed as: JOHN HANCOCK USA Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,132 | $102,553-24.8% | $151,611-49.1% | $66,914+15.3% |
| Participation rate | 81.9% | 85.5%-3.6pp | 87.5%-5.6pp | 69.8%+12.1pp |
| Annual return | -14.54% | -10.82%-3.7pp | 3.33%-17.9pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,392 | $4,180-42.8% | $6,166-61.2% | $2,544-6.0% |
| Participant deferral / active EE | $5,081 | $6,641-23.5% | $8,363-39.2% | $4,237+19.9% |
| Admin fee / account holder | $226 | $630-64.1% | $11,616-98.1% | $593-61.9% |