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 | $6,698 |
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) | $3,419 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $486 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,224 | $62,127-86.8% | $81,382-89.9% | $74,495-89.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 14.97% | 16.48%-1.5pp | 24.73%-9.8pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,060 | $1,882-43.7% | $2,463-56.9% | $2,623-59.6% |
| Participant deferral / active EE | $678 | $3,229-79.0% | $3,883-82.5% | $4,346-84.4% |
| Admin fee / account holder | $56 | $1,934-97.1% | $5,768-99.0% | $1,942-97.1% |