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 | $88,682 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 401 S TRYON ST 11TH FLOOR · CHARLOTTE, NC 28081 | Advisory (Plan) | $51,768 |
UHY LLP4 years Service code 10 · EIN 20-0694403 12 GREENWAY PLAZA, SUITE 1202 · HOUSTON, TX 77046 | Accounting | $12,000 |
Filed as: DYATECH Service code 13 · EIN 64-0936231 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Contract Administrator | $1,660 |
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 | $116,103 | $98,727+17.6% | $113,168+2.6% | $85,563+35.7% |
| Participation rate | 90.3% | 80.8%+9.5pp | 76.6%+13.8pp | 66.0%+24.4pp |
| Annual return | 15.16% | 17.43%-2.3pp | 24.27%-9.1pp | 31.51%-16.4pp |
| Employer contribution / active EE | $5,000 | $2,907+72.0% | $2,975+68.1% | $2,654+88.4% |
| Participant deferral / active EE | $7,646 | $5,424+41.0% | $5,107+49.7% | $4,375+74.8% |
| Admin fee / account holder | $315 | $357-11.6% | $12,068-97.4% | $834-62.2% |