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) | $31,213 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,618 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,929 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,959 | $79,184-4.1% | $102,438-25.8% | $74,546+1.9% |
| Participation rate | 97.6% | 74.8%+22.9pp | 76.5%+21.1pp | 67.2%+30.4pp |
| Annual return | 14.58% | 54.95%-40.4pp | 29.37%-14.8pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $3,262 | $2,362+38.1% | $3,024+7.9% | $2,624+24.3% |
| Participant deferral / active EE | $6,361 | $4,414+44.1% | $5,054+25.9% | $4,347+46.3% |
| Admin fee / account holder | $215 | $2,001-89.3% | $9,448-97.7% | $1,944-88.9% |