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 | $49,326 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,265 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $20,000 |
KREISCHER MILLER2 years Service code 10 100 WITMER RD STE 350 · HORSHAM, PA 190442369 | Accounting | $13,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,288 | $82,202+35.4% | $125,339-11.2% | $64,808+71.7% |
| Participation rate | 90.1% | 77.9%+12.2pp | 82.4%+7.7pp | 71.5%+18.6pp |
| Annual return | -17.41% | 3.48%-20.9pp | 572.05%-589.5pp | 32.82%-50.2pp |
| Employer contribution / active EE | $1,465 | $3,615-59.5% | $4,814-69.6% | $2,506-41.5% |
| Participant deferral / active EE | $9,494 | $7,175+32.3% | $7,446+27.5% | $4,310+120.3% |
| Admin fee / account holder | $279 | $163+71.2% | $10,010-97.2% | $188+48.8% |