See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ADVISORS, LLC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $5,164 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,430 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years 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 | $123,904 | $132,049-6.2% | $200,582-38.2% | $74,304+66.8% |
| Participation rate | 80.7% | 84.1%-3.3pp | 86.9%-6.1pp | 60.3%+20.4pp |
| Annual return | 15.10% | 22.22%-7.1pp | 42.33%-27.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $2,789 | $4,558-38.8% | $6,419-56.6% | $2,241+24.4% |
| Participant deferral / active EE | $5,553 | $7,213-23.0% | $9,331-40.5% | $3,767+47.4% |
| Admin fee / account holder | $286 | $2,405-88.1% | $16,305-98.2% | $2,969-90.4% |