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 STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,166 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,780 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $99 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,344 | $52,580-42.3% | $71,671-57.7% | $70,131-56.7% |
| Participation rate | 58.9% | 60.9%-1.9pp | 68.7%-9.8pp | 69.5%-10.6pp |
| Annual return | 18.34% | 20.25%-1.9pp | 20.65%-2.3pp | 73.14%-54.8pp |
| Employer contribution / active EE | $406 | $1,616-74.8% | $2,460-83.5% | $2,342-82.6% |
| Participant deferral / active EE | $2,165 | $2,386-9.3% | $3,438-37.0% | $3,332-35.0% |
| Admin fee / account holder | $238 | $3,653-93.5% | $5,558-95.7% | $4,645-94.9% |