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 7-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.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $7,980 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $15 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,605 | $65,395-16.5% | $182,532-70.1% | $72,985-25.2% |
| Participation rate | 66.3% | 65.4%+0.9pp | 78.0%-11.7pp | 69.5%-3.2pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.54%-148.5pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,805 | $1,911+46.8% | $4,076-31.2% | $2,440+15.0% |
| Participant deferral / active EE | $3,128 | $3,563-12.2% | $5,524-43.4% | $3,607-13.3% |
| Admin fee / account holder | $283 | $4,245-93.3% | $8,592-96.7% | $5,124-94.5% |