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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $583 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $304 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,891 | $65,557-68.1% | $64,056-67.4% | $71,457-70.8% |
| Participation rate | 94.8% | 73.2%+21.7pp | 72.3%+22.5pp | 67.9%+26.9pp |
| Annual return | 11.23% | 18.94%-7.7pp | 33.69%-22.5pp | 28.85%-17.6pp |
| Employer contribution / active EE | $971 | $2,669-63.6% | $2,747-64.7% | $2,588-62.5% |
| Participant deferral / active EE | $2,271 | $3,626-37.4% | $3,880-41.5% | $4,289-47.1% |
| Admin fee / account holder | $120 | $616-80.5% | $3,068-96.1% | $1,587-92.4% |