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) | $1,824 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,039 | $82,664-44.3% | $125,339-63.3% | $68,494-32.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.50% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $5,929 | $3,381+75.4% | $4,814+23.2% | $2,596+128.4% |
| Participant deferral / active EE | $8,682 | $6,110+42.1% | $7,446+16.6% | $4,027+115.6% |
| Admin fee / account holder | $89 | $6,275-98.6% | $10,010-99.1% | $5,403-98.3% |