See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 26 1 JEFFERSON AVENUE · ST. LOUIS, MI 63103 | Advisory (Participants) | $45,714 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $29,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,370 | $65,908-13.0% | $81,812-29.9% | $77,643-26.1% |
| Participation rate | 69.1% | 65.8%+3.3pp | 72.3%-3.2pp | 70.6%-1.5pp |
| Annual return | 17.13% | 26.64%-9.5pp | 773.79%-756.7pp | 31.24%-14.1pp |
| Employer contribution / active EE | $2,499 | $2,370+5.4% | $2,912-14.2% | $2,726-8.3% |
| Participant deferral / active EE | $6,154 | $3,505+75.6% | $4,319+42.5% | $4,647+32.4% |
| Admin fee / account holder | $245 | $526-53.5% | $7,386-96.7% | $430-43.1% |