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) | $3,756 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,034 |
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 | $91,924 | $130,194-29.4% | $169,993-45.9% | $71,457+28.6% |
| Participation rate | 82.4% | 86.1%-3.8pp | 87.0%-4.6pp | 67.9%+14.4pp |
| Annual return | 15.35% | 20.37%-5.0pp | 53.37%-38.0pp | 28.85%-13.5pp |
| Employer contribution / active EE | $2,598 | $4,381-40.7% | $6,785-61.7% | $2,588+0.4% |
| Participant deferral / active EE | $5,195 | $6,923-25.0% | $10,408-50.1% | $4,289+21.1% |
| Admin fee / account holder | $218 | $966-77.4% | $12,815-98.3% | $1,587-86.3% |