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 ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $18,823 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,254 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,507 | $47,922-55.1% | $75,886-71.7% | $65,185-67.0% |
| Participation rate | 85.2% | 63.0%+22.3pp | 69.3%+16.0pp | 70.2%+15.0pp |
| Annual return | 21.19% | 24.12%-2.9pp | 30.76%-9.6pp | 29.38%-8.2pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,911 | $2,550-25.1% | $3,603-47.0% | $3,514-45.6% |
| Admin fee / account holder | $178 | $532-66.6% | $5,418-96.7% | $847-79.0% |