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.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $16,617 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,375 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,426 | $55,636-54.3% | $81,983-69.0% | $73,488-65.4% |
| Participation rate | 72.0% | 62.3%+9.7pp | 69.2%+2.7pp | 70.7%+1.3pp |
| Annual return | 10.44% | 19.07%-8.6pp | 41.31%-30.9pp | 28.51%-18.1pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,268 | $2,762-17.9% | $3,722-39.1% | $3,740-39.4% |
| Admin fee / account holder | $250 | $493-49.4% | $5,664-95.6% | $513-51.4% |