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.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $16,720 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,064 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,364 | $60,776-59.9% | $85,682-71.6% | $79,386-69.3% |
| Participation rate | 85.0% | 62.1%+22.9pp | 69.9%+15.2pp | 70.7%+14.3pp |
| Annual return | 15.63% | 16.57%-0.9pp | 21.49%-5.9pp | 116.85%-101.2pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,618-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,954 | $2,919-33.1% | $3,923-50.2% | $4,046-51.7% |
| Admin fee / account holder | $191 | $438-56.4% | $6,873-97.2% | $626-69.5% |