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 3-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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 1 NORTH JEFFERSON AVENUE · ST. LOUIS, MO 63103 | Advisory (Plan) | $18,677 |
Filed as: EMPOWER ANNUITY INS CO AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,776 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,995 | $50,815-58.7% | $155,509-86.5% | $77,643-73.0% |
| Participation rate | 39.7% | 63.1%-23.4pp | 78.2%-38.5pp | 70.6%-30.8pp |
| Annual return | 28.67% | 34.80%-6.1pp | 64.67%-36.0pp | 31.24%-2.6pp |
| Employer contribution / active EE | $1,692 | $1,993-15.1% | $4,672-63.8% | $2,726-37.9% |
| Participant deferral / active EE | $2,553 | $2,822-9.5% | $5,626-54.6% | $4,647-45.1% |
| Admin fee / account holder | $202 | $437-53.8% | $15,912-98.7% | $430-53.2% |