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) | $3,903 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $428 |
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 | $43,128 | $96,484-55.3% | $156,263-72.4% | $74,304-42.0% |
| Participation rate | 92.9% | 67.7%+25.2pp | 78.9%+13.9pp | 60.3%+32.5pp |
| Annual return | 17.82% | 17.73%+0.1pp | 59.47%-41.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,682 | $2,528-33.5% | $4,333-61.2% | $2,241-25.0% |
| Participant deferral / active EE | $4,381 | $4,286+2.2% | $6,158-28.9% | $3,767+16.3% |
| Admin fee / account holder | $16 | $3,728-99.6% | $14,255-99.9% | $2,969-99.5% |