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 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $49,101 |
Service code 13 101 BRADFORD RD SUITE 200 · WEXFORD, PA 15090 | Contract Administrator | $14,870 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,931 |
ANCHOR CAPITAL ADVISORS LLC2 years Filed as: ANCHOR 316 FIDUCIARY SOLUTIONS LLC Service code 99 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Other Fees | $6,917 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,475 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,999 | $79,124-77.3% | $60,874-70.4% | $64,808-72.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -17.74% | -7.13%-10.6pp | 16.90%-34.6pp | 32.82%-50.6pp |
| Employer contribution / active EE | $4,531 | $3,050+48.6% | $2,701+67.7% | $2,506+80.8% |
| Participant deferral / active EE | $2,403 | $3,725-35.5% | $3,817-37.0% | $4,310-44.3% |
| Admin fee / account holder | $104 | $106-1.6% | $3,224-96.8% | $188-44.6% |