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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $40,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,821 |
Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,773 |
THE ANGELL PENSION GROUP, INC.8+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,591 | $64,119+94.3% | $112,228+11.0% | $66,914+86.2% |
| Participation rate | 96.0% | 68.5%+27.5pp | 75.1%+20.9pp | 69.8%+26.2pp |
| Annual return | -17.18% | -13.81%-3.4pp | 27.45%-44.6pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,537 | $3,005-15.6% | $3,635-30.2% | $2,544-0.3% |
| Participant deferral / active EE | $10,092 | $3,693+173.3% | $4,728+113.5% | $4,237+138.2% |
| Admin fee / account holder | $336 | $625-46.3% | $6,410-94.8% | $593-43.4% |