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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,540 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $38,979 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,209 |
GROSSMAN YANAK & FORD LLP11+ years Service code 10 THREE GATEWAY CENTER STE 1800 · PITTSBURGH, PA 15222 | Accounting | $13,984 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,178 | $98,727+50.1% | $113,168+30.9% | $85,563+73.2% |
| Participation rate | 94.0% | 80.8%+13.1pp | 76.6%+17.4pp | 66.0%+28.0pp |
| Annual return | 14.17% | 17.43%-3.3pp | 24.27%-10.1pp | 31.51%-17.3pp |
| Employer contribution / active EE | $3,730 | $2,907+28.3% | $2,975+25.4% | $2,654+40.6% |
| Participant deferral / active EE | $7,235 | $5,424+33.4% | $5,107+41.7% | $4,375+65.4% |
| Admin fee / account holder | $394 | $357+10.4% | $12,068-96.7% | $834-52.8% |