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 | $76,737 |
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S TRYON STREET · CHARLOTTE, NC 28081 | Other Commissions | $28,407 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $20,602 |
LOREN D. STARK COMPANY3 years Filed as: LOREN D STARK COMPANY Service code 13 10101 SOUTHWEST FREEWAY, SUITE 610 · HOUSTON, TX 77074 | 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 | $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 | $99,441 | $56,767+75.2% | $101,794-2.3% | $85,563+16.2% |
| Participation rate | 89.9% | 57.6%+32.3pp | 69.2%+20.7pp | 66.0%+23.9pp |
| Annual return | 13.10% | 17.76%-4.7pp | 30.53%-17.4pp | 31.51%-18.4pp |
| Employer contribution / active EE | $1,639 | $1,112+47.3% | $2,289-28.4% | $2,654-38.2% |
| Participant deferral / active EE | $5,312 | $2,720+95.3% | $4,084+30.1% | $4,375+21.4% |
| Admin fee / account holder | $288 | $1,098-73.8% | $8,777-96.7% | $834-65.5% |