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 5-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 |
|---|---|---|
V WEALTH MANAGEMENT LLC1+ years Service code 26 · EIN 26-4711671 6800 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $16,972 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,358 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $75 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,147 | $73,638+170.4% | $95,952+107.5% | $73,488+171.0% |
| Participation rate | 70.8% | 76.2%-5.4pp | 77.1%-6.3pp | 70.7%+0.1pp |
| Annual return | 7.14% | 16.78%-9.6pp | 91.61%-84.5pp | 28.51%-21.4pp |
| Employer contribution / active EE | $8,020 | $1,863+330.5% | $2,541+215.6% | $2,270+253.3% |
| Participant deferral / active EE | $660 | $3,617-81.8% | $4,167-84.2% | $3,740-82.3% |
| Admin fee / account holder | $329 | $482-31.7% | $6,795-95.2% | $513-35.8% |