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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $26,698 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,637 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,906 | $61,272-49.6% | $149,673-79.4% | $71,457-56.7% |
| Participation rate | 99.5% | 62.5%+37.0pp | 78.8%+20.7pp | 67.9%+31.6pp |
| Annual return | 15.89% | 35.85%-20.0pp | 134.42%-118.5pp | 28.85%-13.0pp |
| Employer contribution / active EE | $2,042 | $2,378-14.1% | $4,818-57.6% | $2,588-21.1% |
| Participant deferral / active EE | $3,397 | $2,917+16.5% | $5,680-40.2% | $4,289-20.8% |
| Admin fee / account holder | $144 | $1,261-88.6% | $13,210-98.9% | $1,587-90.9% |