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 5-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.2+ years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $8,884 |
Filed as: JOHN HANCOCK LIFE INS CO (U.S.A.) Service code 15 · EIN 01-0233346 | Recordkeeping | $721 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,729 | $84,936-63.8% | $111,297-72.4% | $79,386-61.3% |
| Participation rate | 35.8% | 75.9%-40.1pp | 77.3%-41.5pp | 70.7%-34.9pp |
| Annual return | 14.52% | 17.45%-2.9pp | 54.65%-40.1pp | 116.85%-102.3pp |
| Employer contribution / active EE | $473 | $1,979-76.1% | $2,731-82.7% | $2,427-80.5% |
| Participant deferral / active EE | $2,212 | $3,888-43.1% | $4,487-50.7% | $4,046-45.3% |
| Admin fee / account holder | $152 | $537-71.6% | $7,964-98.1% | $626-75.7% |