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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. NY Service code 15 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $98 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,709 | $101,317+17.2% | $146,958-19.2% | $74,495+59.4% |
| Participation rate | 80.2% | 75.5%+4.6pp | 82.2%-2.0pp | 67.2%+13.0pp |
| Annual return | 17.76% | 8730.91%-8713.2pp | 418.34%-400.6pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $1,470 | $3,810-61.4% | $4,933-70.2% | $2,623-43.9% |
| Participant deferral / active EE | $9,670 | $7,303+32.4% | $8,070+19.8% | $4,346+122.5% |
| Admin fee / account holder | $379 | $1,739-78.2% | $12,998-97.1% | $1,942-80.5% |