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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,582 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $12,049 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,112 | $54,517-64.9% | $75,972-74.8% | $74,495-74.3% |
| Participation rate | 88.5% | 60.3%+28.1pp | 69.1%+19.4pp | 67.2%+21.3pp |
| Annual return | 12.85% | 31.82%-19.0pp | 359.55%-346.7pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $227 | $1,777-87.2% | $2,685-91.6% | $2,623-91.4% |
| Participant deferral / active EE | $3,256 | $3,066+6.2% | $4,255-23.5% | $4,346-25.1% |
| Admin fee / account holder | $189 | $2,229-91.5% | $6,467-97.1% | $1,942-90.3% |