Filed May 19, 2026
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 Service code 26 · EIN 82-1301707 | Advisory (Participants) | $10,255 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $410 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,939 | $65,557-71.1% | $64,056-70.4% | $71,457-73.5% |
| Participation rate | 45.3% | 73.2%-27.8pp | 72.3%-27.0pp | 67.9%-22.6pp |
| Annual return | 18.75% | 18.94%-0.2pp | 33.69%-14.9pp | 28.85%-10.1pp |
| Employer contribution / active EE | $756 | $2,669-71.7% | $2,747-72.5% | $2,588-70.8% |
| Participant deferral / active EE | $1,227 | $3,626-66.2% | $3,880-68.4% | $4,289-71.4% |
| Admin fee / account holder | $172 | $616-72.0% | $3,068-94.4% | $1,587-89.1% |