See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100,783 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,857 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,648 | $69,823-23.2% | $77,163-30.5% | $74,419-27.9% |
| Participation rate | 100.0% | 70.0%+30.0pp | 69.6%+30.4pp | 70.7%+29.3pp |
| Annual return | 21.61% | 19.98%+1.6pp | 37.87%-16.3pp | 34.38%-12.8pp |
| Employer contribution / active EE | $2,687 | $2,150+25.0% | $2,535+6.0% | $2,637+1.9% |
| Participant deferral / active EE | $3,689 | $3,558+3.7% | $3,833-3.8% | $4,528-18.5% |
| Admin fee / account holder | $207 | $398-47.8% | $5,472-96.2% | $348-40.4% |