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 10-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY E Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,732 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S. TRYON ST. 11TH FL D · CHARLOTTE, NC 28081 | Advisory (Plan) | $8,839 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS LLC Service code 13 PO BOX 241267 · ST PAUL, MA 55124 | Contract Administrator | $3,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,260 | $37,393-24.4% | $77,024-63.3% | $66,914-57.8% |
| Participation rate | 53.4% | 52.9%+0.6pp | 67.9%-14.5pp | 69.8%-16.4pp |
| Annual return | -16.33% | -3.29%-13.0pp | 42.32%-58.6pp | 1.58%-17.9pp |
| Employer contribution / active EE | $440 | $1,531-71.2% | $2,812-84.3% | $2,544-82.7% |
| Participant deferral / active EE | $1,789 | $2,617-31.7% | $4,426-59.6% | $4,237-57.8% |
| Admin fee / account holder | $244 | $567-56.9% | $5,425-95.5% | $593-58.8% |