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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $50,590 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $38,317 |
PRESNELL GAGE PLLC1 year Filed as: PRESNELL GAGE, PLLC Service code 10 1216 IDAHO STREET · LEWISTON, ID 83501 | Accounting | $9,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,556 | $58,083+62.8% | $80,019+18.2% | $56,287+68.0% |
| Participation rate | 94.9% | 73.6%+21.3pp | 75.8%+19.0pp | 69.9%+25.0pp |
| Annual return | -5.50% | 34.61%-40.1pp | 11.22%-16.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,472 | $1,932+28.0% | $2,468+0.2% | $2,111+17.1% |
| Participant deferral / active EE | $3,991 | $3,135+27.3% | $3,686+8.3% | $3,350+19.1% |
| Admin fee / account holder | $405 | $623-34.9% | $6,521-93.8% | $521-22.2% |