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, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62,176 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S TRYON STREET · CHARLOTTE, NC 28081 | Other Commissions | $45,337 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $6,667 |
Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,348 |
LEBENSON ACTUARIAL SERVICES9+ years Filed as: LEBENSON ACTUARIAL SERVICES INC Service code 13 8485 WEST SUNSET RD UNIT 200 · LAS VEGAS, NV 89113 | Contract Administrator | $3,333 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,552 | $54,701+52.7% | $86,188-3.1% | $71,457+16.9% |
| Participation rate | 88.1% | 60.1%+28.0pp | 69.0%+19.2pp | 67.9%+20.2pp |
| Annual return | 10.87% | 20.06%-9.2pp | 1168.45%-1157.6pp | 28.85%-18.0pp |
| Employer contribution / active EE | $1,829 | $1,265+44.6% | $2,380-23.2% | $2,588-29.3% |
| Participant deferral / active EE | $6,312 | $3,108+103.1% | $3,985+58.4% | $4,289+47.2% |
| Admin fee / account holder | $238 | $1,922-87.6% | $6,852-96.5% | $1,587-85.0% |