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) | $55,440 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,912 |
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 | $54,815 | $99,078-44.7% | $96,544-43.2% | $74,419-26.3% |
| Participation rate | 96.7% | 80.7%+16.0pp | 76.0%+20.8pp | 70.7%+26.0pp |
| Annual return | 26.94% | 22.48%+4.5pp | 25.84%+1.1pp | 34.38%-7.4pp |
| Employer contribution / active EE | $2,860 | $2,570+11.3% | $2,965-3.5% | $2,637+8.4% |
| Participant deferral / active EE | $8,073 | $4,933+63.6% | $4,851+66.4% | $4,528+78.3% |
| Admin fee / account holder | $124 | $225-44.8% | $8,252-98.5% | $348-64.3% |