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 | $486 |
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 | $32,878 | $64,119-48.7% | $112,228-70.7% | $66,914-50.9% |
| Participation rate | 42.5% | 68.5%-26.0pp | 75.1%-32.6pp | 69.8%-27.4pp |
| Annual return | -17.64% | -13.81%-3.8pp | 27.45%-45.1pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,490 | $3,005-50.4% | $3,635-59.0% | $2,544-41.5% |
| Participant deferral / active EE | $2,904 | $3,693-21.4% | $4,728-38.6% | $4,237-31.4% |
| Admin fee / account holder | $208 | $625-66.8% | $6,410-96.8% | $593-65.0% |