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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $19,129 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $13,582 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,816 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,742 | $54,193-39.6% | $93,654-65.0% | $77,671-57.8% |
| Participation rate | 98.0% | 63.9%+34.1pp | 68.7%+29.3pp | 70.6%+27.4pp |
| Annual return | 222.01% | 30.54%+191.5pp | 133.34%+88.7pp | 31.21%+190.8pp |
| Employer contribution / active EE | $549 | $1,168-53.0% | $2,421-77.3% | $2,726-79.9% |
| Participant deferral / active EE | $1,561 | $3,144-50.4% | $4,413-64.6% | $4,648-66.4% |
| Admin fee / account holder | $190 | $576-67.0% | $8,282-97.7% | $430-55.9% |