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 | $40,920 |
Service code 37 · EIN 56-0990374 136-B GATEWAY BOULEVARD · MOORESVILLE, NC 28117 | Loan Processing | $3,275 |
Filed as: WILSHIRE ASSOCIATES, INC. (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,544 | $87,870-73.2% | $113,168-79.2% | $74,304-68.3% |
| Participation rate | 61.3% | 70.7%-9.5pp | 76.6%-15.3pp | 60.3%+0.9pp |
| Annual return | 20.49% | 26.44%-6.0pp | 24.27%-3.8pp | 29.43%-8.9pp |
| Employer contribution / active EE | $1,381 | $2,277-39.3% | $2,975-53.6% | $2,241-38.4% |
| Participant deferral / active EE | $2,310 | $4,241-45.5% | $5,107-54.8% | $3,767-38.7% |
| Admin fee / account holder | $258 | $3,368-92.3% | $12,068-97.9% | $2,969-91.3% |