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) | $63,381 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,383 |
Filed as: HUB INTERNATIONAL NEW ENGLAND Service code 27 299 BALLARDVALE ST · WILMINGTON, MA 01887 | Advisory (Plan) | $22,928 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,384 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,759 | $80,724+24.8% | $103,333-2.5% | $74,495+35.3% |
| Participation rate | 90.0% | 65.7%+24.4pp | 74.5%+15.5pp | 67.2%+22.8pp |
| Annual return | 14.40% | 27.56%-13.2pp | 24.88%-10.5pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,937 | $3,157-7.0% | $3,868-24.1% | $2,623+12.0% |
| Participant deferral / active EE | $7,525 | $3,860+94.9% | $5,057+48.8% | $4,346+73.1% |
| Admin fee / account holder | $379 | $2,368-84.0% | $8,355-95.5% | $1,942-80.5% |