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.4+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $34,143 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,590 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $317 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,102 | $65,376-6.5% | $87,100-29.8% | $65,185-6.3% |
| Participation rate | 96.8% | 75.3%+21.5pp | 76.9%+19.9pp | 70.2%+26.6pp |
| Annual return | 2.90% | 31.27%-28.4pp | 28.19%-25.3pp | 29.38%-26.5pp |
| Employer contribution / active EE | $2,595 | $1,822+42.4% | $2,521+2.9% | $2,177+19.2% |
| Participant deferral / active EE | $2,844 | $3,388-16.1% | $4,049-29.7% | $3,514-19.1% |
| Admin fee / account holder | $158 | $520-69.5% | $7,497-97.9% | $847-81.3% |