See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 23 GRENNAN ROAD · WEST HARTFORD, CT 06033 | Advisory (Plan) | $43,127 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $30,239 |
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 | $100,868 | $76,050+32.6% | $96,544+4.5% | $71,457+41.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 16.26% | 22.81%-6.6pp | 25.84%-9.6pp | 28.85%-12.6pp |
| Employer contribution / active EE | $3,007 | $2,244+34.0% | $2,965+1.4% | $2,588+16.2% |
| Participant deferral / active EE | $5,323 | $4,215+26.3% | $4,851+9.7% | $4,289+24.1% |
| Admin fee / account holder | $367 | $2,707-86.4% | $8,252-95.6% | $1,587-76.9% |