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 LL Service code 27 1 NORTH JEFFERSON AVENUE · ST. LOUIS, MO 63103 | Advisory (Plan) | $17,728 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,469 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Other Fees | $4,622 |
ACUFF & ASSOCIATES, INC.3 years Filed as: ACUFF & ASSOCIATES INC Service code 11 320 SEVEN SPRINGS WY STE 115 · BRENTWOOD, TN 37027 | Actuarial | $3,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,960 | $73,360+29.4% | $177,989-46.6% | $74,495+27.5% |
| Participation rate | 65.7% | 66.6%-0.9pp | 77.1%-11.4pp | 67.2%-1.5pp |
| Annual return | 15.84% | 17.49%-1.6pp | 294.48%-278.6pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,428 | $2,216-35.6% | $3,949-63.8% | $2,623-45.6% |
| Participant deferral / active EE | $2,803 | $4,513-37.9% | $6,276-55.3% | $4,346-35.5% |
| Admin fee / account holder | $343 | $1,808-81.0% | $10,363-96.7% | $1,942-82.3% |