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) | $3,898 |
Filed as: JOHN HANCOCK LIFE INS. CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,075 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,257 | $86,897-24.9% | $151,611-57.0% | $64,808+0.7% |
| Participation rate | 72.3% | 87.3%-14.9pp | 87.5%-15.2pp | 71.5%+0.9pp |
| Annual return | -14.77% | -3.57%-11.2pp | 3.33%-18.1pp | 32.82%-47.6pp |
| Employer contribution / active EE | $2,503 | $4,010-37.6% | $6,166-59.4% | $2,506-0.1% |
| Participant deferral / active EE | $5,451 | $6,690-18.5% | $8,363-34.8% | $4,310+26.5% |
| Admin fee / account holder | $369 | $153+141.5% | $11,616-96.8% | $188+96.7% |