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.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $47,927 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,819 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,508 | $82,202-43.4% | $125,339-62.9% | $64,808-28.2% |
| Participation rate | 74.9% | 77.9%-3.0pp | 82.4%-7.5pp | 71.5%+3.4pp |
| Annual return | -16.51% | 3.48%-20.0pp | 572.05%-588.6pp | 32.82%-49.3pp |
| Employer contribution / active EE | $2,017 | $3,615-44.2% | $4,814-58.1% | $2,506-19.5% |
| Participant deferral / active EE | $6,733 | $7,175-6.2% | $7,446-9.6% | $4,310+56.2% |
| Admin fee / account holder | $132 | $163-18.9% | $10,010-98.7% | $188-29.5% |