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 5-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.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $6,989 |
Filed as: JOHN HANCOCK LIFE INS CO (U.S.A.) Service code 15 · EIN 01-0233346 | Recordkeeping | $664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,811 | $73,638-55.4% | $95,952-65.8% | $73,488-55.4% |
| Participation rate | 34.5% | 76.2%-41.6pp | 77.1%-42.5pp | 70.7%-36.1pp |
| Annual return | 11.63% | 16.78%-5.2pp | 91.61%-80.0pp | 28.51%-16.9pp |
| Employer contribution / active EE | $591 | $1,863-68.3% | $2,541-76.7% | $2,270-74.0% |
| Participant deferral / active EE | $2,140 | $3,617-40.8% | $4,167-48.7% | $3,740-42.8% |
| Admin fee / account holder | $145 | $482-70.0% | $6,795-97.9% | $513-71.8% |