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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,568 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 4015 TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $36,384 |
PENSION PLAN SPECIALISTS, PC8+ years Service code 13 · EIN 26-1570786 805 BROADWAY, STE 600 · VANCOUVER, WA 98660 | Contract Administrator | $12,235 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,966 |
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 | $74,226 | $65,435+13.4% | $86,677-14.4% | $66,914+10.9% |
| Participation rate | 73.8% | 75.5%-1.6pp | 76.6%-2.7pp | 69.8%+4.0pp |
| Annual return | -15.55% | -10.89%-4.7pp | 35.91%-51.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,857 | $2,153-13.8% | $2,836-34.5% | $2,544-27.0% |
| Participant deferral / active EE | $5,510 | $4,100+34.4% | $4,656+18.3% | $4,237+30.0% |
| Admin fee / account holder | $526 | $642-18.0% | $7,493-93.0% | $593-11.4% |