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.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 26 · EIN 36-4019175 | Advisory (Participants) | $9,071 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $896 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,322 | $41,078+207.5% | $80,569+56.8% | $71,457+76.8% |
| Participation rate | 91.9% | 50.2%+41.7pp | 67.0%+24.9pp | 67.9%+24.0pp |
| Annual return | 14.60% | 38.45%-23.8pp | 935.43%-920.8pp | 28.85%-14.2pp |
| Employer contribution / active EE | $5,760 | $1,506+282.6% | $2,723+111.5% | $2,588+122.6% |
| Participant deferral / active EE | $2,390 | $2,699-11.5% | $4,447-46.3% | $4,289-44.3% |
| Admin fee / account holder | $340 | $1,840-81.5% | $5,377-93.7% | $1,587-78.6% |