See peer percentile detail. $4.99 for your first month.
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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.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $15,908 |
Filed as: ONEAMERICA RETIREMENT SERVUCES LLC Service code 64 · EIN 46-5378846 | Recordkeeping Fees | $14,655 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,814 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25 |
THOMAS BEAL1 year Filed as: THOMAS SAFRAN & ASSOCIATES INC Service code 27 11811 SAN VICENTE BLVD · LOS ANGELES, CA 90049 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,698 | $62,624+6.5% | $177,989-62.5% | $77,643-14.1% |
| Participation rate | 89.4% | 66.8%+22.6pp | 77.1%+12.3pp | 70.6%+18.8pp |
| Annual return | 14.33% | 16.16%-1.8pp | 294.48%-280.2pp | 31.24%-16.9pp |
| Employer contribution / active EE | $2,380 | $1,909+24.7% | $3,949-39.7% | $2,726-12.7% |
| Participant deferral / active EE | $4,773 | $4,219+13.1% | $6,276-23.9% | $4,647+2.7% |
| Admin fee / account holder | $250 | $386-35.3% | $10,363-97.6% | $430-42.0% |