Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.5 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1 NORTH JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $66,726 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,208 |
WJPR CPAS6 years Service code 13 5416 S. YALE AVE. · TULSA, OK 74135 | Contract Administrator | $4,420 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,138 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,479 | $106,110-5.3% | $147,005-31.6% | $77,671+29.4% |
| Participation rate | 95.2% | 78.4%+16.8pp | 82.2%+13.0pp | 70.6%+24.6pp |
| Annual return | 19.52% | 56.77%-37.3pp | 418.76%-399.2pp | 31.21%-11.7pp |
| Employer contribution / active EE | $2,639 | $4,065-35.1% | $4,934-46.5% | $2,726-3.2% |
| Participant deferral / active EE | $7,002 | $7,992-12.4% | $8,070-13.2% | $4,648+50.7% |
| Admin fee / account holder | $276 | $338-18.4% | $13,006-97.9% | $430-36.0% |