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. Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $4,111 |
Filed as: JOHN HANCOCK LIFE INS. CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,777 | $111,491-30.2% | $189,513-59.0% | $86,799-10.4% |
| Participation rate | 74.8% | 87.3%-12.5pp | 87.8%-13.0pp | 72.3%+2.5pp |
| Annual return | 21.12% | 83.50%-62.4pp | 555.15%-534.0pp | 97.91%-76.8pp |
| Employer contribution / active EE | $2,453 | $3,951-37.9% | $6,162-60.2% | $2,405+2.0% |
| Participant deferral / active EE | $5,519 | $6,437-14.3% | $8,221-32.9% | $4,131+33.6% |
| Admin fee / account holder | $405 | $189+114.6% | $12,045-96.6% | $170+138.8% |