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.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 28 · EIN 23-2384840 2801 MARKET STREET · SAINT LOUIS, MO 63103 | Investment Management | $19,730 |
Service code 13 · EIN 47-2620634 7777 ALVARADO ROAD, STE 302 · SAN DIEGO, CA 91942 | Contract Administrator | $9,664 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, IN 80111 | Recordkeeping Fees | $1,258 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, TN 80111 | Investment Management | $49 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $36,131 | $59,417-39.2% | $93,606-61.4% | $74,495-51.5% |
| Participation rate | 50.0% | 59.7%-9.7pp | 68.7%-18.7pp | 67.2%-17.2pp |
| Annual return | 12.65% | 81.83%-69.2pp | 133.20%-120.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $861 | $1,264-31.9% | $2,420-64.4% | $2,623-67.2% |
| Participant deferral / active EE | $1,244 | $3,050-59.2% | $4,411-71.8% | $4,346-71.4% |
| Admin fee / account holder | $157 | $3,021-94.8% | $8,285-98.1% | $1,942-91.9% |