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.9+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $26,757 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,839 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,066 |
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 | $66,009 | $76,050-13.2% | $96,544-31.6% | $71,457-7.6% |
| Participation rate | 88.5% | 74.4%+14.1pp | 76.0%+12.6pp | 67.9%+20.6pp |
| Annual return | 13.87% | 22.81%-8.9pp | 25.84%-12.0pp | 28.85%-15.0pp |
| Employer contribution / active EE | $2,663 | $2,244+18.6% | $2,965-10.2% | $2,588+2.9% |
| Participant deferral / active EE | $3,445 | $4,215-18.3% | $4,851-29.0% | $4,289-19.7% |
| Admin fee / account holder | $276 | $2,707-89.8% | $8,252-96.7% | $1,587-82.6% |