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 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,525 | $56,767-21.6% | $101,794-56.3% | $85,563-48.0% |
| Participation rate | 96.6% | 57.6%+39.0pp | 69.2%+27.4pp | 66.0%+30.6pp |
| Annual return | 16.57% | 17.76%-1.2pp | 30.53%-14.0pp | 31.51%-14.9pp |
| Employer contribution / active EE | $1,950 | $1,112+75.4% | $2,289-14.8% | $2,654-26.5% |
| Participant deferral / active EE | $3,128 | $2,720+15.0% | $4,084-23.4% | $4,375-28.5% |
| Admin fee / account holder | $175 | $1,098-84.1% | $8,777-98.0% | $834-79.1% |