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(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $2,977 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $400 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,062 | $82,978-45.7% | $129,995-65.3% | $71,457-36.9% |
| Participation rate | 82.6% | 74.1%+8.5pp | 78.5%+4.1pp | 67.9%+14.7pp |
| Annual return | 23.64% | 20.60%+3.0pp | -137.18%+160.8pp | 28.85%-5.2pp |
| Employer contribution / active EE | $1,323 | $2,622-49.5% | $4,320-69.4% | $2,588-48.9% |
| Participant deferral / active EE | $4,854 | $4,432+9.5% | $5,820-16.6% | $4,289+13.2% |
| Admin fee / account holder | $38 | $1,729-97.8% | $10,614-99.6% | $1,587-97.6% |