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) | $17,532 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,449 | $93,571-31.1% | $135,903-52.6% | $75,163-14.3% |
| Participation rate | 41.7% | 75.2%-33.5pp | 81.9%-40.2pp | 67.2%-25.5pp |
| Annual return | 20.80% | 30.90%-10.1pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $8,220 | $3,537+132.4% | $4,856+69.3% | $2,670+207.9% |
| Participant deferral / active EE | $11,681 | $6,404+82.4% | $7,758+50.6% | $4,125+183.2% |
| Admin fee / account holder | $142 | $6,975-98.0% | $10,762-98.7% | $5,651-97.5% |