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.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $14,582 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,040 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,616 | $63,442-64.4% | $68,791-67.1% | $66,914-66.2% |
| Participation rate | 83.2% | 60.0%+23.2pp | 69.0%+14.2pp | 69.8%+13.4pp |
| Annual return | -16.91% | -8.29%-8.6pp | -6.38%-10.5pp | 1.58%-18.5pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,420 | $2,945-17.8% | $3,941-38.6% | $4,237-42.9% |
| Admin fee / account holder | $205 | $577-64.5% | $4,932-95.8% | $593-65.5% |