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.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 401 S TRYON ST, 11TH FL · CHARLOTTE, NC 28081 | Advisory (Participants) | $46,754 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,684 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMER Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $13,868 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $8,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,259 | $76,050+52.9% | $96,544+20.4% | $71,457+62.7% |
| Participation rate | 65.4% | 74.4%-9.0pp | 76.0%-10.6pp | 67.9%-2.5pp |
| Annual return | 13.00% | 22.81%-9.8pp | 25.84%-12.8pp | 28.85%-15.8pp |
| Employer contribution / active EE | $1,215 | $2,244-45.8% | $2,965-59.0% | $2,588-53.0% |
| Participant deferral / active EE | $5,037 | $4,215+19.5% | $4,851+3.8% | $4,289+17.4% |
| Admin fee / account holder | $712 | $2,707-73.7% | $8,252-91.4% | $1,587-55.1% |