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 | $351 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,963 | $78,672-58.1% | $109,143-69.8% | $85,850-61.6% |
| Participation rate | 49.4% | 68.3%-18.9pp | 75.9%-26.5pp | 69.3%-19.9pp |
| Annual return | 18.10% | 25.09%-7.0pp | 25.75%-7.7pp | 318.53%-300.4pp |
| Employer contribution / active EE | $1,948 | $2,735-28.8% | $3,722-47.7% | $2,565-24.1% |
| Participant deferral / active EE | $3,810 | $3,467+9.9% | $4,653-18.1% | $3,952-3.6% |
| Admin fee / account holder | $186 | $5,469-96.6% | $6,752-97.2% | $6,260-97.0% |