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 | $69,519 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S TRYON STREET · CHARLOTTE, NC 28081 | Other Commissions | $51,100 |
LOREN D. STARK COMPANY2 years Filed as: LOREN D STARK COMPANY Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | 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 | $6,206 |
LEBENSON ACTUARIAL SERVICES10+ years Filed as: LEBENSON ACTUARIAL SERVICES INC Service code 13 | Contract Administrator | $0 |
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 | $95,909 | $59,417+61.4% | $93,606+2.5% | $74,495+28.7% |
| Participation rate | 91.4% | 59.7%+31.8pp | 68.7%+22.7pp | 67.2%+24.2pp |
| Annual return | 8.35% | 81.83%-73.5pp | 133.20%-124.9pp | 1364.94%-1356.6pp |
| Employer contribution / active EE | $1,930 | $1,264+52.7% | $2,420-20.3% | $2,623-26.4% |
| Participant deferral / active EE | $6,587 | $3,050+116.0% | $4,411+49.3% | $4,346+51.6% |
| Admin fee / account holder | $291 | $3,021-90.4% | $8,285-96.5% | $1,942-85.0% |