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 | $39,429 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $37,060 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,690 |
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 | $84,499 | $86,944-2.8% | $107,525-21.4% | $74,304+13.7% |
| Participation rate | 97.4% | 59.6%+37.9pp | 75.1%+22.4pp | 60.3%+37.1pp |
| Annual return | 18.62% | 23.52%-4.9pp | 181.32%-162.7pp | 29.43%-10.8pp |
| Employer contribution / active EE | $4,072 | $2,757+47.7% | $3,754+8.5% | $2,241+81.7% |
| Participant deferral / active EE | $7,483 | $3,554+110.5% | $5,116+46.3% | $3,767+98.6% |
| Admin fee / account holder | $372 | $3,727-90.0% | $8,919-95.8% | $2,969-87.5% |