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) | $36,591 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,386 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,077 |
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 | $23,019 | $82,917-72.2% | $103,333-77.7% | $77,643-70.4% |
| Participation rate | 75.8% | 71.6%+4.2pp | 74.5%+1.2pp | 70.6%+5.2pp |
| Annual return | 12.35% | 19.13%-6.8pp | 24.88%-12.5pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,652 | $3,552-53.5% | $3,868-57.3% | $2,726-39.4% |
| Participant deferral / active EE | $2,978 | $4,108-27.5% | $5,057-41.1% | $4,647-35.9% |
| Admin fee / account holder | $174 | $638-72.7% | $8,355-97.9% | $430-59.5% |