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.10+ years Filed as: WELLS FARGO ADVISORS INS. AGENCY Service code 27 · EIN 54-0910269 | Advisory (Plan) | $27,728 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $20,144 |
BENEFIT CONSULTANTS GROUP9 years Service code 13 · EIN 23-2383285 | Contract Administrator | $7,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,827 | $67,984+43.9% | $65,493+49.4% | $74,304+31.7% |
| Participation rate | 60.7% | 66.3%-5.6pp | 73.1%-12.4pp | 60.3%+0.4pp |
| Annual return | 10.86% | 19.87%-9.0pp | 982.45%-971.6pp | 29.43%-18.6pp |
| Employer contribution / active EE | $3,804 | $2,491+52.7% | $2,574+47.8% | $2,241+69.7% |
| Participant deferral / active EE | $3,081 | $3,346-7.9% | $3,961-22.2% | $3,767-18.2% |
| Admin fee / account holder | $141 | $1,373-89.7% | $5,028-97.2% | $2,969-95.2% |