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) | $66,252 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,450 |
Filed as: HUB INTERNATIONAL NEW ENGLAND LLC Service code 13 300 BALLARDVALE ST · WILMINGTON, MA 01887 | Contract Administrator | $14,870 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,554 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,528 | $64,119-2.5% | $112,228-44.3% | $66,914-6.6% |
| Participation rate | 88.9% | 68.5%+20.5pp | 75.1%+13.9pp | 69.8%+19.1pp |
| Annual return | -18.77% | -13.81%-5.0pp | 27.45%-46.2pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,489 | $3,005-17.2% | $3,635-31.5% | $2,544-2.2% |
| Participant deferral / active EE | $6,203 | $3,693+68.0% | $4,728+31.2% | $4,237+46.4% |
| Admin fee / account holder | $288 | $625-54.0% | $6,410-95.5% | $593-51.5% |