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 9-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.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $24,445 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $19,832 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,116 | $79,171-1.3% | $102,423-23.7% | $74,495+4.9% |
| Participation rate | 91.7% | 74.8%+16.9pp | 76.5%+15.2pp | 67.2%+24.5pp |
| Annual return | 14.27% | 54.93%-40.7pp | 29.32%-15.0pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,350 | $2,362-42.8% | $3,023-55.3% | $2,623-48.5% |
| Participant deferral / active EE | $4,354 | $4,415-1.4% | $5,053-13.8% | $4,346+0.2% |
| Admin fee / account holder | $269 | $2,001-86.5% | $9,451-97.2% | $1,942-86.1% |