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) | $25,000 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $13,400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,890 | $76,050+31.3% | $96,544+3.5% | $71,457+39.8% |
| Participation rate | 92.3% | 74.4%+17.9pp | 76.0%+16.3pp | 67.9%+24.4pp |
| Annual return | 12.68% | 22.81%-10.1pp | 25.84%-13.2pp | 28.85%-16.2pp |
| Employer contribution / active EE | $1,242 | $2,244-44.7% | $2,965-58.1% | $2,588-52.0% |
| Participant deferral / active EE | $4,703 | $4,215+11.6% | $4,851-3.1% | $4,289+9.6% |
| Admin fee / account holder | $418 | $2,707-84.6% | $8,252-94.9% | $1,587-73.7% |