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) | $20,092 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,906 |
Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $9,645 |
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.
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 | $60,623 | $79,171-23.4% | $102,423-40.8% | $74,495-18.6% |
| Participation rate | 90.5% | 74.8%+15.7pp | 76.5%+14.0pp | 67.2%+23.3pp |
| Annual return | 10.79% | 54.93%-44.1pp | 29.32%-18.5pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,212 | $2,362-48.7% | $3,023-59.9% | $2,623-53.8% |
| Participant deferral / active EE | $3,189 | $4,415-27.8% | $5,053-36.9% | $4,346-26.6% |
| Admin fee / account holder | $311 | $2,001-84.5% | $9,451-96.7% | $1,942-84.0% |