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 ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $61,580 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S TRYON STREET · CHARLOTTE, NC 28081 | Other Commissions | $44,426 |
LEBENSON ACTUARIAL SERVICES8+ years Filed as: LEBENSON ACTUARIAL SERVICES INC Service code 13 8485 WEST SUNSET RD UNIT 200 · LAS VEGAS, NV 89113 | Contract Administrator | $10,000 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,616 | $49,451+48.9% | $79,550-7.5% | $66,914+10.0% |
| Participation rate | 90.9% | 61.3%+29.6pp | 69.5%+21.4pp | 69.8%+21.1pp |
| Annual return | -12.63% | 84.25%-96.9pp | 0.16%-12.8pp | 1.58%-14.2pp |
| Employer contribution / active EE | $1,775 | $1,266+40.3% | $2,413-26.4% | $2,544-30.2% |
| Participant deferral / active EE | $6,232 | $3,159+97.3% | $3,985+56.4% | $4,237+47.1% |
| Admin fee / account holder | $236 | $595-60.3% | $6,832-96.5% | $593-60.2% |