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 | $47,992 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $32,142 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,149 | $55,415-36.6% | $155,509-77.4% | $74,495-52.8% |
| Participation rate | 99.0% | 61.9%+37.1pp | 78.2%+20.9pp | 67.2%+31.8pp |
| Annual return | 14.52% | 268.50%-254.0pp | 64.67%-50.1pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,093 | $2,267-7.7% | $4,672-55.2% | $2,623-20.2% |
| Participant deferral / active EE | $3,442 | $2,836+21.4% | $5,626-38.8% | $4,346-20.8% |
| Admin fee / account holder | $261 | $1,738-85.0% | $15,912-98.4% | $1,942-86.6% |