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) | $3,516 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $402 |
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 | $46,367 | $88,083-47.4% | $164,813-71.9% | $74,495-37.8% |
| Participation rate | 89.1% | 73.0%+16.1pp | 78.6%+10.5pp | 67.2%+21.9pp |
| Annual return | 15.09% | 17.26%-2.2pp | 69.93%-54.8pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,676 | $2,593-35.4% | $4,341-61.4% | $2,623-36.1% |
| Participant deferral / active EE | $5,524 | $4,498+22.8% | $6,031-8.4% | $4,346+27.1% |
| Admin fee / account holder | $24 | $2,234-98.9% | $12,690-99.8% | $1,942-98.7% |