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.7 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $14,477 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,024 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,427 | $51,045-52.1% | $70,515-65.4% | $71,457-65.8% |
| Participation rate | 76.0% | 59.4%+16.6pp | 68.3%+7.6pp | 67.9%+8.1pp |
| Annual return | 18.45% | 42.63%-24.2pp | 32.77%-14.3pp | 28.85%-10.4pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,181 | $3,026-27.9% | $4,567-52.2% | $4,289-49.2% |
| Admin fee / account holder | $191 | $1,994-90.4% | $6,412-97.0% | $1,587-88.0% |