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 9-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: ALERA Service code 26 · EIN 82-1301707 | Advisory (Participants) | $24,579 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $983 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,722 | $61,272-33.5% | $149,673-72.8% | $71,457-43.0% |
| Participation rate | 52.3% | 62.5%-10.2pp | 78.8%-26.5pp | 67.9%-15.6pp |
| Annual return | 11.00% | 35.85%-24.8pp | 134.42%-123.4pp | 28.85%-17.8pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,982 | $2,917-32.0% | $5,680-65.1% | $4,289-53.8% |
| Admin fee / account holder | $294 | $1,261-76.7% | $13,210-97.8% | $1,587-81.5% |