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.4 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $45,148 |
Filed as: MARTIN MARTIN RANDALL & ASSOC., INC Service code 13 · EIN 64-0765749 4 RIVER BEND PLACE · JACKSON, MS 39232 | Contract Administrator | $11,378 |
T. E. LOTT AND COMPANY4 years Filed as: TE LOTT & COMPANY, P.A. Service code 10 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Accounting | $8,375 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,974 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWPOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,882 | $96,484+1.4% | $156,263-37.4% | $74,304+31.7% |
| Participation rate | 87.1% | 67.7%+19.5pp | 78.9%+8.2pp | 60.3%+26.8pp |
| Annual return | 10.59% | 17.73%-7.1pp | 59.47%-48.9pp | 29.43%-18.8pp |
| Employer contribution / active EE | $2,041 | $2,528-19.3% | $4,333-52.9% | $2,241-8.9% |
| Participant deferral / active EE | $3,061 | $4,286-28.6% | $6,158-50.3% | $3,767-18.8% |
| Admin fee / account holder | $241 | $3,728-93.5% | $14,255-98.3% | $2,969-91.9% |