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.8+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $130,021 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $34,759 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,985 | $47,722+237.3% | $82,719+94.6% | $64,808+148.4% |
| Participation rate | 91.3% | 67.6%+23.7pp | 72.6%+18.8pp | 71.5%+19.9pp |
| Annual return | -14.59% | -13.05%-1.5pp | 701.18%-715.8pp | 32.82%-47.4pp |
| Employer contribution / active EE | $5,848 | $2,179+168.4% | $3,009+94.3% | $2,506+133.4% |
| Participant deferral / active EE | $8,721 | $3,329+161.9% | $4,395+98.4% | $4,310+102.3% |
| Admin fee / account holder | $213 | $143+49.3% | $5,329-96.0% | $188+13.7% |