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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,897 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 401 S TRYON ST 11TH FLOOR · CHARLOTTE, NC 28081 | Advisory (Plan) | $75,161 |
UHY LLP3 years Service code 10 · EIN 20-0694403 12 GREENWAY PLAZA, SUITE 1202 · HOUSTON, TX 77046 | Accounting | $13,500 |
Filed as: DYATECH Service code 13 · EIN 64-0936231 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Contract Administrator | $1,955 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,120 | $79,171+30.3% | $102,423+0.7% | $74,495+38.4% |
| Participation rate | 96.0% | 74.8%+21.2pp | 76.5%+19.5pp | 67.2%+28.8pp |
| Annual return | 31.95% | 54.93%-23.0pp | 29.32%+2.6pp | 1364.94%-1333.0pp |
| Employer contribution / active EE | $3,889 | $2,362+64.6% | $3,023+28.6% | $2,623+48.3% |
| Participant deferral / active EE | $6,986 | $4,415+58.2% | $5,053+38.3% | $4,346+60.7% |
| Admin fee / account holder | $309 | $2,001-84.5% | $9,451-96.7% | $1,942-84.1% |