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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS INSURANCE Service code 27 23 GRENNAN ROAD · WEST HARTFORD, CT 06033 | Advisory (Plan) | $13,560 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $12,352 |
Filed as: CONSTITUTION GROUP Service code 19 · EIN 34-1542819 | Securities Custodian | $8,055 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,689 | $59,186-5.9% | $76,768-27.5% | $56,287-1.1% |
| Participation rate | 92.6% | 75.2%+17.4pp | 77.0%+15.7pp | 69.9%+22.8pp |
| Annual return | -6.21% | 6.62%-12.8pp | 2.43%-8.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,266 | $1,759-28.0% | $2,485-49.1% | $2,111-40.0% |
| Participant deferral / active EE | $3,879 | $3,255+19.2% | $3,852+0.7% | $3,350+15.8% |
| Admin fee / account holder | $183 | $489-62.6% | $6,675-97.3% | $521-64.9% |