Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $114,014 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $69,861 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,525 | $56,047-20.6% | $98,716-54.9% | $79,634-44.1% |
| Participation rate | 96.6% | 54.6%+41.9pp | 69.3%+27.3pp | 62.5%+34.1pp |
| Annual return | 16.57% | 17.58%-1.0pp | 31.81%-15.2pp | 36.46%-19.9pp |
| Employer contribution / active EE | $1,950 | $1,237+57.7% | $2,279-14.4% | $2,529-22.9% |
| Participant deferral / active EE | $3,128 | $2,469+26.7% | $4,048-22.7% | $3,835-18.4% |
| Admin fee / account holder | $175 | $1,512-88.5% | $8,703-98.0% | $1,002-82.6% |