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: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $367 |
Filed as: WILSHIRE ASSOCIATES INC)USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,488 | $50,958-34.3% | $74,550-55.1% | $64,186-47.8% |
| Participation rate | 28.9% | 61.1%-32.1pp | 69.1%-40.2pp | 69.6%-40.7pp |
| Annual return | -6.31% | -1.86%-4.5pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $790 | $2,301-65.7% | $3,108-74.6% | $3,470-77.2% |
| Admin fee / account holder | $406 | $4,223-90.4% | $5,060-92.0% | $4,888-91.7% |