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) | $86,678 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,507 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,908-100.0% | $90,749-100.0% | $64,808-100.0% |
| Participation rate | 0.0% | 80.5%-80.5pp | 75.7%-75.7pp | 71.5%-71.5pp |
| Annual return | -16.27% | -12.53%-3.7pp | -12.16%-4.1pp | 32.82%-49.1pp |
| Employer contribution / active EE | $2,516 | $3,065-17.9% | $2,921-13.9% | $2,506+0.4% |
| Participant deferral / active EE | $5,224 | $4,840+7.9% | $4,564+14.5% | $4,310+21.2% |
| Admin fee / account holder | $0 | $157-100.0% | $8,445-100.0% | $188-100.0% |