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 3-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 |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.3+ years Filed as: ALERA INVESTMENT ADVISORS Service code 26 · EIN 82-1301707 | Advisory (Participants) | $23,578 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,248 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,179 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,670 | $101,499-57.0% | $147,005-70.3% | $74,546-41.4% |
| Participation rate | 43.3% | 75.5%-32.2pp | 82.2%-38.8pp | 67.2%-23.9pp |
| Annual return | 16.25% | 8732.34%-8716.1pp | 418.76%-402.5pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $667 | $3,811-82.5% | $4,934-86.5% | $2,624-74.6% |
| Participant deferral / active EE | $4,912 | $7,304-32.8% | $8,070-39.1% | $4,347+13.0% |
| Admin fee / account holder | $310 | $1,748-82.3% | $13,006-97.6% | $1,944-84.0% |