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 LLC3+ years Service code 26 · EIN 26-4711671 6800 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $14,279 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $599 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $598 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,967 | $71,883+279.7% | $86,677+214.9% | $68,494+298.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 21.16% | 3.52%+17.6pp | 35.91%-14.7pp | -7.84%+29.0pp |
| Employer contribution / active EE | $17,076 | $2,173+685.9% | $2,836+502.0% | $2,596+557.7% |
| Participant deferral / active EE | $1,897 | $3,779-49.8% | $4,656-59.2% | $4,027-52.9% |
| Admin fee / account holder | $226 | $6,112-96.3% | $7,493-97.0% | $5,403-95.8% |