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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,350 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $17,603 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,163 | $65,908-37.5% | $81,812-49.7% | $77,643-47.0% |
| Participation rate | 54.0% | 65.8%-11.8pp | 72.3%-18.4pp | 70.6%-16.6pp |
| Annual return | 16.26% | 26.64%-10.4pp | 773.79%-757.5pp | 31.24%-15.0pp |
| Employer contribution / active EE | $1,113 | $2,370-53.1% | $2,912-61.8% | $2,726-59.2% |
| Participant deferral / active EE | $2,627 | $3,505-25.1% | $4,319-39.2% | $4,647-43.5% |
| Admin fee / account holder | $259 | $526-50.8% | $7,386-96.5% | $430-39.9% |