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) | $26,565 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,743 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,486 | $64,705+2.8% | $62,929+5.7% | $67,986-2.2% |
| Participation rate | 41.2% | 65.6%-24.4pp | 73.1%-31.9pp | 57.2%-16.0pp |
| Annual return | 13.38% | 20.31%-6.9pp | 1063.93%-1050.5pp | 31.67%-18.3pp |
| Employer contribution / active EE | $1,435 | $2,376-39.6% | $2,505-42.7% | $2,019-28.9% |
| Participant deferral / active EE | $2,380 | $3,198-25.6% | $3,888-38.8% | $3,358-29.1% |
| Admin fee / account holder | $286 | $1,428-80.0% | $5,065-94.4% | $3,203-91.1% |