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.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $50,529 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $30,704 |
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 | $148,273 | $82,274+80.2% | $152,466-2.8% | $79,386+86.8% |
| Participation rate | 92.9% | 76.4%+16.4pp | 78.2%+14.7pp | 70.7%+22.2pp |
| Annual return | 18.22% | 7959.84%-7941.6pp | 757.33%-739.1pp | 116.85%-98.6pp |
| Employer contribution / active EE | $1,675 | $3,613-53.6% | $4,327-61.3% | $2,427-31.0% |
| Participant deferral / active EE | $6,698 | $4,969+34.8% | $5,820+15.1% | $4,046+65.6% |
| Admin fee / account holder | $530 | $632-16.2% | $15,805-96.6% | $626-15.4% |