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.4+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $11,987 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,025 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,836 | $52,953-38.0% | $172,739-81.0% | $65,185-49.6% |
| Participation rate | 96.0% | 66.2%+29.8pp | 82.6%+13.3pp | 70.2%+25.8pp |
| Annual return | 6.06% | 30.12%-24.1pp | 802.84%-796.8pp | 29.38%-23.3pp |
| Employer contribution / active EE | $2,290 | $2,190+4.6% | $5,143-55.5% | $2,177+5.2% |
| Participant deferral / active EE | $2,545 | $2,471+3.0% | $5,198-51.0% | $3,514-27.6% |
| Admin fee / account holder | $12 | $472-97.4% | $13,954-99.9% | $847-98.5% |