See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $831 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,109 | $67,984-57.2% | $65,493-55.6% | $74,304-60.8% |
| Participation rate | 93.0% | 66.3%+26.7pp | 73.1%+19.9pp | 60.3%+32.6pp |
| Annual return | 13.75% | 19.87%-6.1pp | 982.45%-968.7pp | 29.43%-15.7pp |
| Employer contribution / active EE | $994 | $2,491-60.1% | $2,574-61.4% | $2,241-55.6% |
| Participant deferral / active EE | $2,284 | $3,346-31.7% | $3,961-42.3% | $3,767-39.4% |
| Admin fee / account holder | $172 | $1,373-87.5% | $5,028-96.6% | $2,969-94.2% |