Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Service code 15 · EIN 94-1347393 | Recordkeeping | $42,561 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,649 | $58,888+47.1% | $178,499-51.5% | $73,493+17.9% |
| Participation rate | 95.1% | 66.2%+28.8pp | 81.9%+13.1pp | 70.7%+24.4pp |
| Annual return | 16.26% | 24.86%-8.6pp | 151.10%-134.8pp | 28.51%-12.3pp |
| Employer contribution / active EE | $6,603 | $2,236+195.3% | $5,011+31.8% | $2,270+190.9% |
| Participant deferral / active EE | $5,700 | $2,568+122.0% | $5,202+9.6% | $3,740+52.4% |
| Admin fee / account holder | $145 | $400-63.8% | $13,986-99.0% | $513-71.7% |