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) | $21,737 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $797 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,696 | $102,317-32.9% | $146,958-53.3% | $80,856-15.0% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 15.69% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $6,206 | $3,713+67.1% | $4,933+25.8% | $2,755+125.3% |
| Participant deferral / active EE | $10,728 | $6,644+61.5% | $8,070+32.9% | $4,296+149.7% |
| Admin fee / account holder | $162 | $7,941-98.0% | $12,998-98.8% | $6,918-97.7% |