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.2 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1 NORTH JEFFERSON AVENUE · ST. LOUIS, MO 63103 | Advisory (Plan) | $15,408 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,605 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $3,752 |
ACUFF & ASSOCIATES, INC.1 year Filed as: ACUFF & ASSOCIATES INC Service code 13 320 SEVEN SPRINGS WY STE 115 · BRENTWOOD, TN 37027 | Contract Administrator | $2,340 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,961 | $59,159+13.2% | $159,960-58.1% | $66,914+0.1% |
| Participation rate | 73.9% | 68.1%+5.8pp | 78.0%-4.1pp | 69.8%+4.1pp |
| Annual return | -15.06% | -12.26%-2.8pp | 408.60%-423.7pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,611 | $1,983-18.8% | $4,226-61.9% | $2,544-36.7% |
| Participant deferral / active EE | $3,153 | $4,395-28.3% | $6,182-49.0% | $4,237-25.6% |
| Admin fee / account holder | $287 | $591-51.4% | $8,698-96.7% | $593-51.6% |