See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $68,695 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,367 | $50,815+48.3% | $155,509-51.5% | $77,643-2.9% |
| Participation rate | 99.0% | 63.1%+35.9pp | 78.2%+20.8pp | 70.6%+28.4pp |
| Annual return | 20.83% | 34.80%-14.0pp | 64.67%-43.8pp | 31.24%-10.4pp |
| Employer contribution / active EE | $5,253 | $1,993+163.6% | $4,672+12.4% | $2,726+92.7% |
| Participant deferral / active EE | $6,445 | $2,822+128.4% | $5,626+14.5% | $4,647+38.7% |
| Admin fee / account holder | $117 | $437-73.2% | $15,912-99.3% | $430-72.9% |