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) | $5,172 |
Filed as: JOHN HANCOCK LIFE INS. CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,350 |
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 | $72,147 | $129,021-44.1% | $184,203-60.8% | $77,643-7.1% |
| Participation rate | 71.7% | 87.3%-15.6pp | 86.8%-15.1pp | 70.6%+1.2pp |
| Annual return | 15.28% | 33.27%-18.0pp | 28.81%-13.5pp | 31.24%-16.0pp |
| Employer contribution / active EE | $2,423 | $4,413-45.1% | $6,427-62.3% | $2,726-11.1% |
| Participant deferral / active EE | $5,594 | $7,297-23.3% | $9,131-38.7% | $4,647+20.4% |
| Admin fee / account holder | $234 | $254-7.9% | $13,901-98.3% | $430-45.7% |