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.8 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $17,454 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,027 | $54,517-46.8% | $75,972-61.8% | $74,495-61.0% |
| Participation rate | 75.1% | 60.3%+14.8pp | 69.1%+6.1pp | 67.2%+7.9pp |
| Annual return | 17.57% | 31.82%-14.2pp | 359.55%-342.0pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,036 | $3,066-33.6% | $4,255-52.2% | $4,346-53.2% |
| Admin fee / account holder | $229 | $2,229-89.7% | $6,467-96.5% | $1,942-88.2% |