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.7 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 401 S TRYON ST, 11TH FL · CHARLOTTE, NC 28081 | Advisory (Participants) | $57,290 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMER Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $18,192 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,504 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 15 · EIN 31-1299207 25 MERCHANT ST, STE 135 · CINCINNATI, OH 45246 | Recordkeeping | $12,220 |
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 | $142,849 | $87,870+62.6% | $113,168+26.2% | $74,304+92.2% |
| Participation rate | 59.9% | 70.7%-10.9pp | 76.6%-16.7pp | 60.3%-0.5pp |
| Annual return | 15.10% | 26.44%-11.3pp | 24.27%-9.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,133 | $2,277-50.3% | $2,975-61.9% | $2,241-49.5% |
| Participant deferral / active EE | $5,035 | $4,241+18.7% | $5,107-1.4% | $3,767+33.7% |
| Admin fee / account holder | $890 | $3,368-73.6% | $12,068-92.6% | $2,969-70.0% |