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 LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $42,477 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,496 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,372 | $81,908-66.6% | $90,749-69.8% | $64,808-57.8% |
| Participation rate | 92.4% | 80.5%+11.9pp | 75.7%+16.7pp | 71.5%+20.9pp |
| Annual return | -14.51% | -12.53%-2.0pp | -12.16%-2.3pp | 32.82%-47.3pp |
| Employer contribution / active EE | $2,028 | $3,065-33.8% | $2,921-30.6% | $2,506-19.1% |
| Participant deferral / active EE | $3,654 | $4,840-24.5% | $4,564-19.9% | $4,310-15.2% |
| Admin fee / account holder | $195 | $157+24.3% | $8,445-97.7% | $188+4.0% |