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) | $4,262 |
Filed as: JOHN HANCOCK LIFE INS. CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,300 |
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 | $65,438 | $100,227-34.7% | $169,993-61.5% | $74,419-12.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 17.15% | 66.08%-48.9pp | 53.37%-36.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $3,121 | $4,263-26.8% | $6,785-54.0% | $2,637+18.3% |
| Participant deferral / active EE | $7,412 | $7,143+3.8% | $10,408-28.8% | $4,528+63.7% |
| Admin fee / account holder | $191 | $234-18.7% | $12,815-98.5% | $348-45.2% |