Filed April 16, 2026
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 9-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 COMPANY Service code 28 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,680 |
Service code 13 PO BOX 1282 · CHICO, CA 959271282 | Contract Administrator | $22,937 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $19,598 |
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 | $18,489 | $55,415-66.6% | $155,509-88.1% | $74,495-75.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 10.24% | 268.50%-258.3pp | 64.67%-54.4pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $2,927 | $2,267+29.1% | $4,672-37.4% | $2,623+11.6% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $206 | $1,738-88.1% | $15,912-98.7% | $1,942-89.4% |