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 | $19,071 |
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 | $3,977 |
THE ANGELL PENSION GROUP, INC.9+ 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 | $140,868 | $76,670+83.7% | $96,683+45.7% | $71,457+97.1% |
| Participation rate | 96.6% | 66.6%+30.1pp | 74.3%+22.3pp | 67.9%+28.7pp |
| Annual return | 16.74% | 48.29%-31.5pp | 35.69%-19.0pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,259 | $3,031-58.5% | $3,737-66.3% | $2,588-51.3% |
| Participant deferral / active EE | $11,376 | $3,771+201.7% | $4,878+133.2% | $4,289+165.3% |
| Admin fee / account holder | $345 | $2,028-83.0% | $6,730-94.9% | $1,587-78.2% |