See peer percentile detail. $4.99 for your first month.
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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 26 · EIN 34-1542819 ADVISORY BILLING H00 · SANTA MONICA, CA 90140 | Advisory (Participants) | $10,371 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 500 · BUFFFALO, NY 14201 | Recordkeeping | $1,750 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 ADVISORY BILLING H00 · SANTA MONICA, CA 90140 | Advisory (Participants) | $415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,081 | $69,763-72.6% | $67,502-71.7% | $74,495-74.4% |
| Participation rate | 65.4% | 71.4%-5.9pp | 72.9%-7.5pp | 67.2%-1.8pp |
| Annual return | 12.57% | -40.34%+52.9pp | 3512.12%-3499.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $695 | $2,704-74.3% | $2,731-74.6% | $2,623-73.5% |
| Participant deferral / active EE | $2,131 | $3,636-41.4% | $4,000-46.7% | $4,346-51.0% |
| Admin fee / account holder | $147 | $896-83.6% | $3,998-96.3% | $1,942-92.5% |