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 |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $20,738 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $12,021 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,950 | $65,376-58.8% | $87,100-69.1% | $65,185-58.7% |
| Participation rate | 90.9% | 75.3%+15.6pp | 76.9%+14.0pp | 70.2%+20.7pp |
| Annual return | 21.22% | 31.27%-10.0pp | 28.19%-7.0pp | 29.38%-8.2pp |
| Employer contribution / active EE | $512 | $1,822-71.9% | $2,521-79.7% | $2,177-76.5% |
| Participant deferral / active EE | $3,015 | $3,388-11.0% | $4,049-25.5% | $3,514-14.2% |
| Admin fee / account holder | $209 | $520-59.8% | $7,497-97.2% | $847-75.4% |