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 7-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 Service code 13 · EIN 06-1050034 | Contract Administrator | $31,675 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 48-1305000 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,435 | $66,457-66.2% | $81,382-72.4% | $77,643-71.1% |
| Participation rate | 99.9% | 68.7%+31.1pp | 69.5%+30.4pp | 70.6%+29.3pp |
| Annual return | 12.25% | 15.93%-3.7pp | 24.73%-12.5pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,083 | $2,159-49.8% | $2,463-56.0% | $2,726-60.3% |
| Participant deferral / active EE | $565 | $3,679-84.6% | $3,883-85.4% | $4,647-87.8% |
| Admin fee / account holder | $37 | $583-93.7% | $5,768-99.4% | $430-91.5% |