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 9-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.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $32,983 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY 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 | $94,318 | $60,323+56.4% | $81,812+15.3% | $74,495+26.6% |
| Participation rate | 98.6% | 62.9%+35.8pp | 72.3%+26.3pp | 67.2%+31.4pp |
| Annual return | 13.75% | 16.90%-3.1pp | 773.79%-760.0pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,394 | $2,620-8.6% | $2,912-17.8% | $2,623-8.7% |
| Participant deferral / active EE | $6,055 | $3,387+78.7% | $4,319+40.2% | $4,346+39.3% |
| Admin fee / account holder | $106 | $1,486-92.9% | $7,386-98.6% | $1,942-94.5% |