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.8+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $20,469 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,811 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,076 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,338 | $71,883-24.4% | $86,677-37.3% | $68,494-20.7% |
| Participation rate | 94.8% | 72.2%+22.6pp | 76.6%+18.2pp | 67.9%+26.9pp |
| Annual return | -16.02% | 3.52%-19.5pp | 35.91%-51.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $163 | $2,173-92.5% | $2,836-94.3% | $2,596-93.7% |
| Participant deferral / active EE | $3,114 | $3,779-17.6% | $4,656-33.1% | $4,027-22.7% |
| Admin fee / account holder | $453 | $6,112-92.6% | $7,493-94.0% | $5,403-91.6% |