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.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 26 · EIN 36-4019175 | Advisory (Participants) | $10,367 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,112 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,758 | $44,960+213.1% | $84,966+65.7% | $74,495+89.0% |
| Participation rate | 90.2% | 49.4%+40.8pp | 67.5%+22.7pp | 67.2%+23.0pp |
| Annual return | 11.10% | 26.24%-15.1pp | 66.38%-55.3pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $6,166 | $1,457+323.2% | $2,727+126.1% | $2,623+135.1% |
| Participant deferral / active EE | $2,574 | $2,731-5.7% | $4,519-43.0% | $4,346-40.8% |
| Admin fee / account holder | $402 | $2,209-81.8% | $6,149-93.5% | $1,942-79.3% |