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 |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 401 S TRYON ST, 11TH FL · CHARLOTTE, NC 28081 | Advisory (Participants) | $51,143 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMER Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $15,668 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,694 |
CREATIVE RETIREMENT SYSTEMS, INC.10+ years Service code 15 · EIN 31-1299207 25 MERCHANT ST, STE 135 · CINCINNATI, OH 45246 | Recordkeeping | $9,104 |
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.)
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 | $133,688 | $79,171+68.9% | $102,423+30.5% | $74,495+79.5% |
| Participation rate | 63.5% | 74.8%-11.3pp | 76.5%-13.0pp | 67.2%-3.7pp |
| Annual return | 11.16% | 54.93%-43.8pp | 29.32%-18.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,175 | $2,362-50.3% | $3,023-61.2% | $2,623-55.2% |
| Participant deferral / active EE | $4,997 | $4,415+13.2% | $5,053-1.1% | $4,346+15.0% |
| Admin fee / account holder | $793 | $2,001-60.4% | $9,451-91.6% | $1,942-59.2% |