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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 15 · EIN 80-0709115 | Recordkeeping | $30,114 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 26 · EIN 23-2384840 | Advisory (Participants) | $25,526 |
ASSOCIATED PENSION CONSULTANTS2+ years Service code 12 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 959271282 | Consulting (pension); Recordkeeping a... | $14,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,463 | $108,549-48.9% | $156,263-64.5% | $85,563-35.2% |
| Participation rate | 36.9% | 77.1%-40.2pp | 78.9%-42.0pp | 66.0%-29.1pp |
| Annual return | 15.41% | 21.79%-6.4pp | 59.47%-44.1pp | 31.51%-16.1pp |
| Employer contribution / active EE | $1,294 | $2,690-51.9% | $4,333-70.1% | $2,654-51.2% |
| Participant deferral / active EE | $1,142 | $4,800-76.2% | $6,158-81.5% | $4,375-73.9% |
| Admin fee / account holder | $303 | $650-53.4% | $14,255-97.9% | $834-63.7% |