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 10-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.9 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $138,818 |
DUCKS UNLIMITED INC7 years Service code 99 1 WATERFOWL WY · MEMPHIS, TN 38120 | Other Fees | $33,146 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,214 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,868 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,547 | $61,058+248.1% | $71,209+198.5% | $85,563+148.4% |
| Participation rate | 94.9% | 58.6%+36.4pp | 73.8%+21.2pp | 66.0%+29.0pp |
| Annual return | 14.55% | 100.41%-85.9pp | 282.51%-268.0pp | 31.51%-17.0pp |
| Employer contribution / active EE | $6,708 | $2,199+205.1% | $2,721+146.5% | $2,654+152.8% |
| Participant deferral / active EE | $9,506 | $3,173+199.6% | $4,175+127.7% | $4,375+117.3% |
| Admin fee / account holder | $212 | $855-75.2% | $5,349-96.0% | $834-74.6% |