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.3+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $13,122 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,275 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,010 | $47,977-29.1% | $154,107-77.9% | $56,287-39.6% |
| Participation rate | 98.3% | 66.2%+32.1pp | 83.0%+15.2pp | 69.9%+28.4pp |
| Annual return | 9.74% | 3.54%+6.2pp | 735.12%-725.4pp | -9.96%+19.7pp |
| Employer contribution / active EE | $2,346 | $2,169+8.2% | $5,298-55.7% | $2,111+11.1% |
| Participant deferral / active EE | $2,331 | $2,392-2.6% | $5,081-54.1% | $3,350-30.4% |
| Admin fee / account holder | $7 | $438-98.4% | $13,411-99.9% | $521-98.6% |