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 |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $81,744 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $50,746 |
THE BENEFIT PRACTICE8 years Service code 13 · EIN 13-4144565 1055 WASHINGTON BLVD, SUITE 610 · STAMFORD, CT 06901 | Contract Administrator | $17,020 |
Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $4,671 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,032 | $56,767-13.6% | $101,794-51.8% | $85,563-42.7% |
| Participation rate | 93.1% | 57.6%+35.5pp | 69.2%+23.9pp | 66.0%+27.2pp |
| Annual return | 16.55% | 17.76%-1.2pp | 30.53%-14.0pp | 31.51%-15.0pp |
| Employer contribution / active EE | $2,238 | $1,112+101.2% | $2,289-2.2% | $2,654-15.7% |
| Participant deferral / active EE | $6,345 | $2,720+133.3% | $4,084+55.4% | $4,375+45.0% |
| Admin fee / account holder | $257 | $1,098-76.6% | $8,777-97.1% | $834-69.1% |