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 INVESTMENT ADVISORS LLC Service code 26 · EIN 81-4473358 | Advisory (Participants) | $32,787 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,694 |
Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,978 | $49,915+20.2% | $154,803-61.3% | $74,304-19.3% |
| Participation rate | 54.3% | 54.0%+0.3pp | 78.1%-23.8pp | 60.3%-6.1pp |
| Annual return | 11.45% | 34.06%-22.6pp | 58.88%-47.4pp | 29.43%-18.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,467 | $2,255+9.4% | $5,540-55.5% | $3,767-34.5% |
| Admin fee / account holder | $468 | $2,189-78.6% | $14,329-96.7% | $2,969-84.2% |