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.5 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $55,527 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $37,355 |
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 | $145,148 | $79,700+82.1% | $153,485-5.4% | $74,495+94.8% |
| Participation rate | 96.1% | 69.8%+26.2pp | 77.1%+19.0pp | 67.2%+28.9pp |
| Annual return | 13.87% | 15.07%-1.2pp | 15.65%-1.8pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,110 | $4,016-47.5% | $5,039-58.1% | $2,623-19.5% |
| Participant deferral / active EE | $8,442 | $5,315+58.8% | $6,757+24.9% | $4,346+94.3% |
| Admin fee / account holder | $593 | $1,790-66.8% | $12,724-95.3% | $1,942-69.4% |