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.3 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1 NORTH JEFFERSON AVENUE · ST. LOUIS, MO 63103 | Advisory (Plan) | $14,944 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,514 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,029 | $65,390+31.6% | $169,368-49.2% | $71,457+20.4% |
| Participation rate | 70.3% | 67.0%+3.3pp | 77.1%-6.9pp | 67.9%+2.3pp |
| Annual return | 17.54% | 21.31%-3.8pp | 405.60%-388.1pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,666 | $2,079-19.8% | $4,013-58.5% | $2,588-35.6% |
| Participant deferral / active EE | $3,294 | $4,367-24.6% | $6,221-47.0% | $4,289-23.2% |
| Admin fee / account holder | $315 | $1,324-76.2% | $9,003-96.5% | $1,587-80.1% |