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.8+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $19,622 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,634 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,891 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,670 | $61,272-27.1% | $149,673-70.2% | $71,457-37.5% |
| Participation rate | 89.2% | 62.5%+26.7pp | 78.8%+10.4pp | 67.9%+21.2pp |
| Annual return | 12.36% | 35.85%-23.5pp | 134.42%-122.1pp | 28.85%-16.5pp |
| Employer contribution / active EE | $2,297 | $2,378-3.4% | $4,818-52.3% | $2,588-11.2% |
| Participant deferral / active EE | $2,741 | $2,917-6.0% | $5,680-51.7% | $4,289-36.1% |
| Admin fee / account holder | $91 | $1,261-92.8% | $13,210-99.3% | $1,587-94.3% |