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) | $2,776 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,099 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,233 | $56,423-19.8% | $77,163-41.4% | $71,457-36.7% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 19.38% | 19.05%+0.3pp | 37.87%-18.5pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,024 | $1,866+8.5% | $2,535-20.2% | $2,588-21.8% |
| Participant deferral / active EE | $2,455 | $3,142-21.8% | $3,833-35.9% | $4,289-42.8% |
| Admin fee / account holder | $79 | $1,429-94.5% | $5,472-98.6% | $1,587-95.0% |