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, LLC Service code 27 23 GRENNAN ROAD · WEST HARTFORD, CT 06033 | Advisory (Plan) | $42,958 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $25,592 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,972 | $65,435+49.7% | $86,677+13.0% | $66,914+46.4% |
| Participation rate | 96.5% | 75.5%+21.1pp | 76.6%+20.0pp | 69.8%+26.7pp |
| Annual return | -14.60% | -10.89%-3.7pp | 35.91%-50.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $3,728 | $2,153+73.1% | $2,836+31.4% | $2,544+46.5% |
| Participant deferral / active EE | $5,327 | $4,100+29.9% | $4,656+14.4% | $4,237+25.7% |
| Admin fee / account holder | $440 | $642-31.4% | $7,493-94.1% | $593-25.8% |