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) | $3,469 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,064 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,775 | $62,127-19.9% | $81,382-38.8% | $74,495-33.2% |
| Participation rate | 99.2% | 64.0%+35.2pp | 69.5%+29.7pp | 67.2%+32.0pp |
| Annual return | 14.41% | 16.48%-2.1pp | 24.73%-10.3pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,322 | $1,882+23.3% | $2,463-5.7% | $2,623-11.5% |
| Participant deferral / active EE | $3,126 | $3,229-3.2% | $3,883-19.5% | $4,346-28.1% |
| Admin fee / account holder | $91 | $1,934-95.3% | $5,768-98.4% | $1,942-95.3% |