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 FINET Service code 26 · EIN 48-1305000 | Advisory (Participants) | $38,911 |
Filed as: JOHN HANCOCK LIFE INS CO OF NY Service code 15 · EIN 13-3646501 197 CLARENDON ST. · BOSTON, MA 02117 | Recordkeeping | $0 |
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 | $110,955 | $88,087+26.0% | $164,866-32.7% | $74,546+48.8% |
| Participation rate | 73.1% | 73.1%0pp | 78.6%-5.5pp | 67.2%+5.9pp |
| Annual return | 15.32% | 17.27%-2.0pp | 69.97%-54.7pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $1,768 | $2,595-31.9% | $4,343-59.3% | $2,624-32.6% |
| Participant deferral / active EE | $8,567 | $4,499+90.4% | $6,033+42.0% | $4,347+97.1% |
| Admin fee / account holder | $576 | $2,232-74.2% | $12,689-95.5% | $1,944-70.4% |