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: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $33,137 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,516 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,038 | $59,584-39.5% | $86,874-58.5% | $79,386-54.6% |
| Participation rate | 98.5% | 67.7%+30.8pp | 71.6%+26.8pp | 70.7%+27.8pp |
| Annual return | 12.76% | 23.15%-10.4pp | 63.52%-50.8pp | 116.85%-104.1pp |
| Employer contribution / active EE | $1,958 | $1,768+10.8% | $2,495-21.5% | $2,427-19.3% |
| Participant deferral / active EE | $2,414 | $3,036-20.5% | $3,699-34.7% | $4,046-40.3% |
| Admin fee / account holder | $104 | $604-82.9% | $5,828-98.2% | $626-83.5% |