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 10-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: WILSHIRE ASSOCIATES INC. USA Service code 26 · EIN 95-2755361 | Advisory (Participants) | $358 |
Filed as: JOHN HANCOCK USA Service code 15 | Recordkeeping | $191 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,857 | $31,388+52.5% | $73,545-34.9% | $62,292-23.2% |
| Participation rate | 30.8% | 39.9%-9.1pp | 54.9%-24.2pp | 69.5%-38.7pp |
| Annual return | 12.35% | 25.34%-13.0pp | -15.16%+27.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $654 | $498+31.4% | $1,219-46.3% | $2,042-68.0% |
| Participant deferral / active EE | $1,430 | $1,028+39.0% | $1,806-20.8% | $3,169-54.9% |
| Admin fee / account holder | $443 | $299+48.0% | $2,320-80.9% | $479-7.6% |