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 | $42,649 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,998 |
WELLS FARGO BANK, N.A.4 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 MILLER3 years Service code 10 100 WITMER RD STE 350 · HORSHAM, PA 190442369 | Accounting | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,892 | $95,274+26.9% | $135,903-11.0% | $74,419+62.4% |
| Participation rate | 94.0% | 78.2%+15.8pp | 81.9%+12.1pp | 70.7%+23.2pp |
| Annual return | 19.85% | 32.77%-12.9pp | 68.23%-48.4pp | 34.38%-14.5pp |
| Employer contribution / active EE | $1,669 | $3,874-56.9% | $4,856-65.6% | $2,637-36.7% |
| Participant deferral / active EE | $10,786 | $7,782+38.6% | $7,758+39.0% | $4,528+138.2% |
| Admin fee / account holder | $261 | $266-1.9% | $10,762-97.6% | $348-24.9% |