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 Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,006 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,369 |
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 | $33,383 | $54,590-38.8% | $81,930-59.3% | $73,488-54.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 17.23% | 17.74%-0.5pp | 29.49%-12.3pp | 28.51%-11.3pp |
| Employer contribution / active EE | $1,908 | $1,636+16.6% | $4,310-55.7% | $2,270-15.9% |
| Participant deferral / active EE | $2,407 | $2,759-12.8% | $7,107-66.1% | $3,740-35.6% |
| Admin fee / account holder | $73 | $592-87.6% | $5,158-98.6% | $513-85.7% |