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 26 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $46,781 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,100 |
Service code 13 | Contract Administrator | $5,000 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,964 |
THE ANGELL PENSION GROUP, INC.10+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,300 |
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 | $151,995 | $80,724+88.3% | $103,333+47.1% | $74,495+104.0% |
| Participation rate | 94.5% | 65.7%+28.8pp | 74.5%+20.0pp | 67.2%+27.3pp |
| Annual return | 16.27% | 27.56%-11.3pp | 24.88%-8.6pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,731 | $3,157-45.2% | $3,868-55.3% | $2,623-34.0% |
| Participant deferral / active EE | $10,450 | $3,860+170.7% | $5,057+106.6% | $4,346+140.5% |
| Admin fee / account holder | $487 | $2,368-79.4% | $8,355-94.2% | $1,942-74.9% |