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.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $26,889 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,668 | $88,083-33.4% | $164,813-64.4% | $74,495-21.2% |
| Participation rate | 62.2% | 73.0%-10.9pp | 78.6%-16.4pp | 67.2%-5.0pp |
| Annual return | 13.82% | 17.26%-3.4pp | 69.93%-56.1pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,922 | $2,593-25.9% | $4,341-55.7% | $2,623-26.7% |
| Participant deferral / active EE | $3,652 | $4,498-18.8% | $6,031-39.4% | $4,346-16.0% |
| Admin fee / account holder | $175 | $2,234-92.2% | $12,690-98.6% | $1,942-91.0% |