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 4-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 CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $195,239 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $76,834 |
ASCENSUS LLC4+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $19,209 |
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 | $19,087 | $58,336-67.3% | $97,167-80.4% | $199,768-90.4% |
| Participation rate | 90.2% | 63.8%+26.5pp | 72.7%+17.5pp | 72.0%+18.2pp |
| Annual return | 14.69% | 32.81%-18.1pp | 75.27%-60.6pp | 34.26%-19.6pp |
| Employer contribution / active EE | $358 | $1,416-74.7% | $2,729-86.9% | $3,037-88.2% |
| Participant deferral / active EE | $1,910 | $3,240-41.0% | $4,264-55.2% | $5,090-62.5% |
| Admin fee / account holder | $137 | $114+20.2% | $5,650-97.6% | $269-49.1% |