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 4-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) | $27,127 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,918 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,656 | $92,971-76.7% | $96,683-77.6% | $74,419-70.9% |
| Participation rate | 56.3% | 71.5%-15.3pp | 74.3%-18.1pp | 70.7%-14.5pp |
| Annual return | 24.47% | 37.49%-13.0pp | 35.69%-11.2pp | 34.38%-9.9pp |
| Employer contribution / active EE | $964 | $3,426-71.9% | $3,737-74.2% | $2,637-63.4% |
| Participant deferral / active EE | $2,773 | $3,970-30.2% | $4,878-43.2% | $4,528-38.8% |
| Admin fee / account holder | $157 | $633-75.2% | $6,730-97.7% | $348-54.9% |