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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $2,451 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,005 | $73,867-64.8% | $143,757-81.9% | $68,494-62.0% |
| Participation rate | 26.3% | 66.7%-40.3pp | 80.3%-54.0pp | 67.9%-41.6pp |
| Annual return | -19.70% | 1.01%-20.7pp | -0.04%-19.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $576 | $3,184-81.9% | $4,951-88.4% | $2,596-77.8% |
| Participant deferral / active EE | $1,115 | $3,384-67.1% | $5,637-80.2% | $4,027-72.3% |
| Admin fee / account holder | $2 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |