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.4 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $49,021 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $33,297 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $131,464 | $72,137+82.2% | $142,449-7.7% | $71,457+84.0% |
| Participation rate | 95.6% | 71.7%+23.9pp | 76.8%+18.8pp | 67.9%+27.6pp |
| Annual return | 18.78% | 21.15%-2.4pp | 19.99%-1.2pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,890 | $3,793-50.2% | $4,847-61.0% | $2,588-27.0% |
| Participant deferral / active EE | $7,559 | $5,280+43.2% | $6,283+20.3% | $4,289+76.3% |
| Admin fee / account holder | $520 | $1,433-63.8% | $10,011-94.8% | $1,587-67.3% |