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) | $43,255 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant 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 | $187,193 | $87,870+113.0% | $113,168+65.4% | $74,304+151.9% |
| Participation rate | 93.2% | 70.7%+22.4pp | 76.6%+16.6pp | 60.3%+32.8pp |
| Annual return | 18.94% | 26.44%-7.5pp | 24.27%-5.3pp | 29.43%-10.5pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $15,517 | $4,241+265.9% | $5,107+203.8% | $3,767+311.9% |
| Admin fee / account holder | $163 | $3,368-95.2% | $12,068-98.6% | $2,969-94.5% |