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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,739 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $39,488 |
Service code 13 P.O. BOX 758 · KENNETT SQUARE, PA 19348 | Contract Administrator | $16,949 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,485 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,153 | $101,317-27.8% | $146,958-50.2% | $74,495-1.8% |
| Participation rate | 78.6% | 75.5%+3.0pp | 82.2%-3.6pp | 67.2%+11.4pp |
| Annual return | 16.00% | 8730.91%-8714.9pp | 418.34%-402.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $3,968 | $3,810+4.1% | $4,933-19.6% | $2,623+51.3% |
| Participant deferral / active EE | $8,406 | $7,303+15.1% | $8,070+4.2% | $4,346+93.4% |
| Admin fee / account holder | $653 | $1,739-62.4% | $12,998-95.0% | $1,942-66.4% |