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) | $10,757 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,226 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,257 | $63,442-49.2% | $68,791-53.1% | $66,914-51.8% |
| Participation rate | 75.8% | 60.0%+15.8pp | 69.0%+6.7pp | 69.8%+6.0pp |
| Annual return | -17.23% | -8.29%-8.9pp | -6.38%-10.9pp | 1.58%-18.8pp |
| Employer contribution / active EE | $884 | $1,775-50.2% | $2,655-66.7% | $2,544-65.2% |
| Participant deferral / active EE | $2,222 | $2,945-24.5% | $3,941-43.6% | $4,237-47.6% |
| Admin fee / account holder | $148 | $577-74.4% | $4,932-97.0% | $593-75.0% |