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 7-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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $254 |
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,822 | $72,277-33.8% | $101,248-52.8% | $79,858-40.1% |
| Participation rate | 38.2% | 68.5%-30.3pp | 75.8%-37.6pp | 69.6%-31.4pp |
| Annual return | 105.59% | 22.30%+83.3pp | 46.47%+59.1pp | 31.71%+73.9pp |
| Employer contribution / active EE | $1,419 | $2,692-47.3% | $3,660-61.2% | $2,471-42.6% |
| Participant deferral / active EE | $2,752 | $3,282-16.1% | $4,370-37.0% | $3,740-26.4% |
| Admin fee / account holder | $164 | $4,400-96.3% | $5,945-97.2% | $5,306-96.9% |