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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,087 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $12,437 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,427 | $47,722-42.5% | $82,719-66.8% | $64,808-57.7% |
| Participation rate | 54.3% | 67.6%-13.3pp | 72.6%-18.2pp | 71.5%-17.1pp |
| Annual return | -18.17% | -13.05%-5.1pp | 701.18%-719.4pp | 32.82%-51.0pp |
| Employer contribution / active EE | $1,026 | $2,179-52.9% | $3,009-65.9% | $2,506-59.1% |
| Participant deferral / active EE | $2,367 | $3,329-28.9% | $4,395-46.1% | $4,310-45.1% |
| Admin fee / account holder | $175 | $143+22.3% | $5,329-96.7% | $188-6.9% |