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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,579 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Other Commissions | $12,577 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $817 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,197 | $37,196-53.8% | $154,107-88.8% | $55,725-69.1% |
| Participation rate | 96.2% | 64.1%+32.1pp | 83.0%+13.2pp | 70.9%+25.4pp |
| Annual return | 12.16% | 1319.68%-1307.5pp | 735.12%-723.0pp | 244.93%-232.8pp |
| Employer contribution / active EE | $1,479 | $1,614-8.4% | $5,298-72.1% | $2,078-28.9% |
| Participant deferral / active EE | $1,084 | $2,068-47.6% | $5,081-78.7% | $3,356-67.7% |
| Admin fee / account holder | $74 | $102-27.1% | $13,411-99.4% | $115-35.7% |