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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $13,674 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,445 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $1,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,179 | $89,436-42.8% | $164,813-68.9% | $77,643-34.1% |
| Participation rate | 42.1% | 78.6%-36.5pp | 78.6%-36.5pp | 70.6%-28.5pp |
| Annual return | 9.66% | 28.83%-19.2pp | 69.93%-60.3pp | 31.24%-21.6pp |
| Employer contribution / active EE | $915 | $2,569-64.4% | $4,341-78.9% | $2,726-66.4% |
| Participant deferral / active EE | $1,843 | $4,897-62.4% | $6,031-69.4% | $4,647-60.3% |
| Admin fee / account holder | $153 | $339-55.1% | $12,690-98.8% | $430-64.5% |