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.4 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 23 GRENNAN ROAD · WEST HARTFORD, CT 06033 | Advisory (Plan) | $54,264 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $34,927 |
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 | $139,026 | $87,870+58.2% | $113,168+22.8% | $74,304+87.1% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 14.92% | 26.44%-11.5pp | 24.27%-9.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $4,116 | $2,277+80.7% | $2,975+38.3% | $2,241+83.6% |
| Participant deferral / active EE | $6,750 | $4,241+59.2% | $5,107+32.2% | $3,767+79.2% |
| Admin fee / account holder | $522 | $3,368-84.5% | $12,068-95.7% | $2,969-82.4% |