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 Service code 15 · EIN 01-0233346 | Recordkeeping | $15,245 |
Service code 49 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,867 | $47,126-13.3% | $149,673-72.7% | $74,419-45.1% |
| Participation rate | 56.8% | 63.4%-6.6pp | 78.8%-21.9pp | 70.7%-13.9pp |
| Annual return | 13.78% | 22.75%-9.0pp | 134.42%-120.6pp | 34.38%-20.6pp |
| Employer contribution / active EE | $1,608 | $1,905-15.6% | $4,818-66.6% | $2,637-39.0% |
| Participant deferral / active EE | $1,817 | $2,728-33.4% | $5,680-68.0% | $4,528-59.9% |
| Admin fee / account holder | $125 | $343-63.6% | $13,210-99.1% | $348-64.2% |