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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,586 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,723 | $65,435-45.4% | $86,677-58.8% | $66,914-46.6% |
| Participation rate | 61.3% | 75.5%-14.1pp | 76.6%-15.2pp | 69.8%-8.5pp |
| Annual return | -14.68% | -10.89%-3.8pp | 35.91%-50.6pp | 1.58%-16.3pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,868 | $4,100-54.4% | $4,656-59.9% | $4,237-55.9% |
| Admin fee / account holder | $232 | $642-63.9% | $7,493-96.9% | $593-61.0% |