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.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $23,696 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,934 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,390 | $81,625-50.5% | $167,512-75.9% | $74,304-45.6% |
| Participation rate | 100.0% | 60.0%+40.0pp | 77.1%+22.9pp | 60.3%+39.7pp |
| Annual return | 15.38% | 26.09%-10.7pp | 1615.79%-1600.4pp | 29.43%-14.1pp |
| Employer contribution / active EE | $2,540 | $2,010+26.3% | $3,882-34.6% | $2,241+13.3% |
| Participant deferral / active EE | $2,985 | $4,115-27.5% | $6,405-53.4% | $3,767-20.8% |
| Admin fee / account holder | $421 | $3,474-87.9% | $9,769-95.7% | $2,969-85.8% |