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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,484 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $10,680 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL ADV Service code 26 · EIN 36-4019175 | Advisory (Participants) | $6,199 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $701 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,313 | $61,473-70.2% | $81,930-77.6% | $73,409-75.1% |
| Participation rate | 99.7% | 72.4%+27.3pp | 72.0%+27.7pp | 72.2%+27.6pp |
| Annual return | 13.41% | 28.26%-14.8pp | 29.49%-16.1pp | 59.29%-45.9pp |
| Employer contribution / active EE | $1,178 | $1,898-37.9% | $4,310-72.7% | $2,234-47.2% |
| Participant deferral / active EE | $1,439 | $3,080-53.3% | $7,107-79.8% | $3,805-62.2% |
| Admin fee / account holder | $66 | $125-47.5% | $5,158-98.7% | $158-58.3% |