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) | $36,371 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,697 |
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 | $167,463 | $79,184+111.5% | $102,438+63.5% | $74,546+124.6% |
| Participation rate | 91.4% | 74.8%+16.6pp | 76.5%+14.9pp | 67.2%+24.1pp |
| Annual return | 14.85% | 54.95%-40.1pp | 29.37%-14.5pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,024-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $16,005 | $4,414+262.6% | $5,054+216.7% | $4,347+268.2% |
| Admin fee / account holder | $182 | $2,001-90.9% | $9,448-98.1% | $1,944-90.7% |