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 99 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Other Fees | $9,509 |
ALMICH & ASSOCIATES4 years Filed as: ALMICH & ASSOCIATES AN ACCOUNTANCY Service code 10 26463 RANCHO PKWY S · LAKE FOREST, CA 92630 | Accounting | $8,795 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,611 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $2,268 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $476 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $378 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,287 | $49,451-20.6% | $79,550-50.6% | $66,914-41.3% |
| Participation rate | 30.8% | 61.3%-30.6pp | 69.5%-38.7pp | 69.8%-39.0pp |
| Annual return | -18.54% | 84.25%-102.8pp | 0.16%-18.7pp | 1.58%-20.1pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,800 | $3,159-43.0% | $3,985-54.8% | $4,237-57.5% |
| Admin fee / account holder | $924 | $595+55.3% | $6,832-86.5% | $593+55.7% |