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.3 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $22,573 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,734 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,172 |
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 | $18,741 | $56,503-66.8% | $70,092-73.3% | $64,808-71.1% |
| Participation rate | 99.5% | 70.5%+29.0pp | 70.5%+29.0pp | 71.5%+28.0pp |
| Annual return | -14.19% | -13.44%-0.8pp | 190.73%-204.9pp | 32.82%-47.0pp |
| Employer contribution / active EE | $1,325 | $2,046-35.2% | $2,559-48.2% | $2,506-47.1% |
| Participant deferral / active EE | $1,650 | $3,389-51.3% | $3,849-57.1% | $4,310-61.7% |
| Admin fee / account holder | $96 | $160-39.9% | $6,267-98.5% | $188-48.7% |