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 LIFE INS. CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $850 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,835 | $111,608-42.8% | $177,821-64.1% | $73,409-13.0% |
| Participation rate | 80.4% | 87.9%-7.5pp | 87.7%-7.4pp | 72.2%+8.2pp |
| Annual return | 18.36% | 18.23%+0.1pp | 48.32%-30.0pp | 59.29%-40.9pp |
| Employer contribution / active EE | $2,388 | $3,796-37.1% | $5,918-59.6% | $2,234+6.9% |
| Participant deferral / active EE | $5,457 | $6,199-12.0% | $7,714-29.3% | $3,805+43.4% |
| Admin fee / account holder | $297 | $166+79.2% | $12,427-97.6% | $158+87.9% |