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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,401 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $39,059 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $243 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,735 | $59,186+11.1% | $76,768-14.4% | $56,287+16.8% |
| Participation rate | 92.9% | 75.2%+17.7pp | 77.0%+16.0pp | 69.9%+23.1pp |
| Annual return | 11.19% | 6.62%+4.6pp | 2.43%+8.8pp | -9.96%+21.1pp |
| Employer contribution / active EE | $2,425 | $1,759+37.9% | $2,485-2.4% | $2,111+14.9% |
| Participant deferral / active EE | $2,739 | $3,255-15.9% | $3,852-28.9% | $3,350-18.2% |
| Admin fee / account holder | $316 | $489-35.3% | $6,675-95.3% | $521-39.2% |