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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.
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| 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) | $43,492 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,122 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,115 | $84,784-62.1% | $98,439-67.4% | $74,419-56.8% |
| Participation rate | 94.4% | 81.5%+12.9pp | 75.2%+19.3pp | 70.7%+23.7pp |
| Annual return | 13.47% | 20.59%-7.1pp | 21.16%-7.7pp | 34.38%-20.9pp |
| Employer contribution / active EE | $2,452 | $3,364-27.1% | $3,048-19.6% | $2,637-7.0% |
| Participant deferral / active EE | $4,251 | $5,218-18.5% | $4,738-10.3% | $4,528-6.1% |
| Admin fee / account holder | $204 | $204-0.4% | $8,948-97.7% | $348-41.5% |