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.3 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $52,461 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,567 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,268 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,942 | $101,317-18.1% | $146,958-43.6% | $74,495+11.3% |
| Participation rate | 84.4% | 75.5%+8.9pp | 82.2%+2.3pp | 67.2%+17.2pp |
| Annual return | 19.92% | 8730.91%-8711.0pp | 418.34%-398.4pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $3,100 | $3,810-18.7% | $4,933-37.2% | $2,623+18.2% |
| Participant deferral / active EE | $12,535 | $7,303+71.6% | $8,070+55.3% | $4,346+188.4% |
| Admin fee / account holder | $393 | $1,739-77.4% | $12,998-97.0% | $1,942-79.8% |