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 | $64,705+51.2% | $62,929+55.5% | $67,986+43.9% |
| Participation rate | 60.7% | 65.6%-4.9pp | 73.1%-12.4pp | 57.2%+3.5pp |
| Annual return | 10.86% | 20.31%-9.5pp | 1063.93%-1053.1pp | 31.67%-20.8pp |
| Employer contribution / active EE | $3,804 | $2,376+60.1% | $2,505+51.9% | $2,019+88.4% |
| Participant deferral / active EE | $3,081 | $3,198-3.6% | $3,888-20.8% | $3,358-8.2% |
| Admin fee / account holder | $141 | $1,428-90.1% | $5,065-97.2% | $3,203-95.6% |