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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,029 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $34,319 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,084 |
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 | $39,045 | $65,223-40.1% | $80,019-51.2% | $55,725-29.9% |
| Participation rate | 86.2% | 80.6%+5.7pp | 75.8%+10.4pp | 70.9%+15.4pp |
| Annual return | -4.01% | 7.59%-11.6pp | 11.22%-15.2pp | 244.93%-248.9pp |
| Employer contribution / active EE | $1,828 | $2,544-28.1% | $2,468-25.9% | $2,078-12.0% |
| Participant deferral / active EE | $3,803 | $3,881-2.0% | $3,686+3.2% | $3,356+13.3% |
| Admin fee / account holder | $286 | $114+150.9% | $6,521-95.6% | $115+148.7% |