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 LIFE INS. CO. (USA) Service code 15 · EIN 01-0233346 P. O. BOX. 600 · BUFFALO, NY 142010600 | Recordkeeping | $33,850 |
Service code 37 · EIN 56-0990374 136-B GATEWAY BOULEVARD · MOORESVILLE, NC 28117 | Loan Processing | $5,476 |
Filed as: WILSHIRE ASSOCIATES, INC. (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,500 | $79,171-76.6% | $102,423-81.9% | $74,495-75.2% |
| Participation rate | 57.9% | 74.8%-16.9pp | 76.5%-18.6pp | 67.2%-9.3pp |
| Annual return | 25.60% | 54.93%-29.3pp | 29.32%-3.7pp | 1364.94%-1339.3pp |
| Employer contribution / active EE | $1,232 | $2,362-47.9% | $3,023-59.3% | $2,623-53.0% |
| Participant deferral / active EE | $2,116 | $4,415-52.1% | $5,053-58.1% | $4,346-51.3% |
| Admin fee / account holder | $257 | $2,001-87.2% | $9,451-97.3% | $1,942-86.8% |