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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $93,617 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $64,671 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,749 | $46,464+50.1% | $150,298-53.6% | $79,634-12.4% |
| Participation rate | 95.9% | 57.0%+38.9pp | 77.8%+18.1pp | 62.5%+33.4pp |
| Annual return | 11.76% | 27.89%-16.1pp | 62.79%-51.0pp | 36.46%-24.7pp |
| Employer contribution / active EE | $3,453 | $1,512+128.5% | $4,154-16.9% | $2,529+36.5% |
| Participant deferral / active EE | $1,286 | $2,157-40.4% | $5,453-76.4% | $3,835-66.5% |
| Admin fee / account holder | $236 | $891-73.5% | $14,116-98.3% | $1,002-76.5% |