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 | $36,683 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,439 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,770 | $50,199-26.8% | $70,092-47.5% | $66,914-45.0% |
| Participation rate | 98.3% | 66.3%+32.0pp | 70.5%+27.8pp | 69.8%+28.5pp |
| Annual return | -15.53% | -13.85%-1.7pp | 190.73%-206.3pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,368 | $1,864+27.0% | $2,559-7.5% | $2,544-6.9% |
| Participant deferral / active EE | $2,873 | $3,112-7.7% | $3,849-25.4% | $4,237-32.2% |
| Admin fee / account holder | $104 | $600-82.7% | $6,267-98.3% | $593-82.5% |