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.3 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $51,926 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $32,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,528 | $64,871+71.9% | $129,110-13.6% | $66,914+66.7% |
| Participation rate | 64.1% | 74.0%-9.8pp | 77.3%-13.1pp | 69.8%-5.7pp |
| Annual return | -18.91% | -12.21%-6.7pp | -10.94%-8.0pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,708 | $3,741-54.4% | $5,052-66.2% | $2,544-32.9% |
| Participant deferral / active EE | $6,831 | $5,090+34.2% | $6,542+4.4% | $4,237+61.2% |
| Admin fee / account holder | $524 | $629-16.7% | $14,302-96.3% | $593-11.7% |