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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,605 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $31,202 |
Filed as: THE HOWARD E NYHART CO INC Service code 99 8415 ALLISON POINTE BLVD · INDIANAPOLIS, IN 46250 | Other Fees | -$1,234 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,855 | $79,184-19.4% | $102,438-37.7% | $74,546-14.3% |
| Participation rate | 88.7% | 74.8%+13.9pp | 76.5%+12.2pp | 67.2%+21.5pp |
| Annual return | 25.80% | 54.95%-29.2pp | 29.37%-3.6pp | 1366.03%-1340.2pp |
| Employer contribution / active EE | $2,616 | $2,362+10.7% | $3,024-13.5% | $2,624-0.3% |
| Participant deferral / active EE | $4,833 | $4,414+9.5% | $5,054-4.4% | $4,347+11.2% |
| Admin fee / account holder | $464 | $2,001-76.8% | $9,448-95.1% | $1,944-76.1% |