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.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $28,404 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $4,544 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,659 | $44,960-18.5% | $84,966-56.9% | $74,495-50.8% |
| Participation rate | 93.5% | 49.4%+44.1pp | 67.5%+26.0pp | 67.2%+26.3pp |
| Annual return | 12.49% | 26.24%-13.7pp | 66.38%-53.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,449 | $1,457-0.6% | $2,727-46.9% | $2,623-44.8% |
| Participant deferral / active EE | $3,120 | $2,731+14.2% | $4,519-31.0% | $4,346-28.2% |
| Admin fee / account holder | $241 | $2,209-89.1% | $6,149-96.1% | $1,942-87.6% |