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) | $72,335 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,696 |
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 | $65,205 | $88,890-26.6% | $102,423-36.3% | $77,643-16.0% |
| Participation rate | 97.7% | 80.9%+16.8pp | 76.5%+21.2pp | 70.6%+27.1pp |
| Annual return | 17.42% | 24.98%-7.6pp | 29.32%-11.9pp | 31.24%-13.8pp |
| Employer contribution / active EE | $3,056 | $2,698+13.3% | $3,023+1.1% | $2,726+12.1% |
| Participant deferral / active EE | $8,689 | $5,145+68.9% | $5,053+72.0% | $4,647+87.0% |
| Admin fee / account holder | $215 | $235-8.8% | $9,451-97.7% | $430-50.1% |