See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 WELLS FARGO ADVISORS · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $30,893 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,926 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,421 | $89,436-69.3% | $164,813-83.4% | $77,643-64.7% |
| Participation rate | 79.1% | 78.6%+0.4pp | 78.6%+0.5pp | 70.6%+8.5pp |
| Annual return | 13.35% | 28.83%-15.5pp | 69.93%-56.6pp | 31.24%-17.9pp |
| Employer contribution / active EE | $2,912 | $2,569+13.4% | $4,341-32.9% | $2,726+6.8% |
| Participant deferral / active EE | $2,875 | $4,897-41.3% | $6,031-52.3% | $4,647-38.1% |
| Admin fee / account holder | $182 | $339-46.3% | $12,690-98.6% | $430-57.6% |