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 | $54,925 |
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $31,952 |
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 | $75,535 | $87,870-14.0% | $113,168-33.3% | $74,304+1.7% |
| Participation rate | 88.0% | 70.7%+17.3pp | 76.6%+11.5pp | 60.3%+27.7pp |
| Annual return | 17.78% | 26.44%-8.7pp | 24.27%-6.5pp | 29.43%-11.6pp |
| Employer contribution / active EE | $2,684 | $2,277+17.9% | $2,975-9.8% | $2,241+19.8% |
| Participant deferral / active EE | $4,587 | $4,241+8.2% | $5,107-10.2% | $3,767+21.8% |
| Admin fee / account holder | $354 | $3,368-89.5% | $12,068-97.1% | $2,969-88.1% |