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) | $53,590 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,593 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,917 |
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 | $81,361 | $92,971-12.5% | $96,683-15.8% | $74,419+9.3% |
| Participation rate | 88.4% | 71.5%+16.9pp | 74.3%+14.1pp | 70.7%+17.7pp |
| Annual return | 18.98% | 37.49%-18.5pp | 35.69%-16.7pp | 34.38%-15.4pp |
| Employer contribution / active EE | $2,679 | $3,426-21.8% | $3,737-28.3% | $2,637+1.6% |
| Participant deferral / active EE | $7,002 | $3,970+76.4% | $4,878+43.5% | $4,528+54.6% |
| Admin fee / account holder | $247 | $633-61.0% | $6,730-96.3% | $348-29.1% |