See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $17,217 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,589 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,654 | $37,393+75.6% | $77,024-14.8% | $66,914-1.9% |
| Participation rate | 44.1% | 52.9%-8.8pp | 67.9%-23.8pp | 69.8%-25.7pp |
| Annual return | -16.75% | -3.29%-13.5pp | 42.32%-59.1pp | 1.58%-18.3pp |
| Employer contribution / active EE | $347 | $1,531-77.3% | $2,812-87.7% | $2,544-86.3% |
| Participant deferral / active EE | $2,138 | $2,617-18.3% | $4,426-51.7% | $4,237-49.5% |
| Admin fee / account holder | $239 | $567-57.9% | $5,425-95.6% | $593-59.8% |