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: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $28,331 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS INSURANCE Service code 27 23 GRENNAN ROAD · WEST HARTFORD, CT 06033 | Advisory (Plan) | $24,371 |
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 | $74,999 | $73,638+1.8% | $95,952-21.8% | $73,488+2.1% |
| Participation rate | 98.6% | 76.2%+22.4pp | 77.1%+21.5pp | 70.7%+27.9pp |
| Annual return | 13.86% | 16.78%-2.9pp | 91.61%-77.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $897 | $1,863-51.9% | $2,541-64.7% | $2,270-60.5% |
| Participant deferral / active EE | $4,552 | $3,617+25.9% | $4,167+9.2% | $3,740+21.7% |
| Admin fee / account holder | $263 | $482-45.5% | $6,795-96.1% | $513-48.8% |