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) | $51,813 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,944 | $88,890+36.1% | $102,423+18.1% | $77,643+55.8% |
| Participation rate | 98.1% | 80.9%+17.2pp | 76.5%+21.6pp | 70.6%+27.6pp |
| Annual return | 12.87% | 24.98%-12.1pp | 29.32%-16.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,930 | $2,698+8.6% | $3,023-3.1% | $2,726+7.5% |
| Participant deferral / active EE | $6,004 | $5,145+16.7% | $5,053+18.8% | $4,647+29.2% |
| Admin fee / account holder | $135 | $235-42.5% | $9,451-98.6% | $430-68.6% |