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 CLEARING SERVICES LLC Service code 55 401 S TRYON ST · CHARLOTTE, NC 28081 | Other Commissions | $20,543 |
ALTL, INC.2 years Service code 13 | Contract Administrator | $14,875 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,137 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $252 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,329 | $54,517+43.7% | $75,972+3.1% | $74,495+5.1% |
| Participation rate | 88.9% | 60.3%+28.6pp | 69.1%+19.8pp | 67.2%+21.7pp |
| Annual return | 15.39% | 31.82%-16.4pp | 359.55%-344.2pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $841 | $1,777-52.7% | $2,685-68.7% | $2,623-67.9% |
| Participant deferral / active EE | $3,951 | $3,066+28.9% | $4,255-7.1% | $4,346-9.1% |
| Admin fee / account holder | $144 | $2,229-93.5% | $6,467-97.8% | $1,942-92.6% |