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) | $153,715 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150,067 |
Filed as: ARES RETIREMENT PLAN SERVICES LLC Service code 13 5100 POPLAR AVE STE 810 · MEMPHIS, TN 38137 | Contract Administrator | $108,267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,425 | $67,672-43.2% | $155,567-75.3% | $99,061-61.2% |
| Participation rate | 52.8% | 67.2%-14.4pp | 78.2%-25.4pp | 71.6%-18.8pp |
| Annual return | 15.38% | 16.16%-0.8pp | 64.74%-49.4pp | 17.66%-2.3pp |
| Employer contribution / active EE | $659 | $2,262-70.9% | $4,674-85.9% | $3,261-79.8% |
| Participant deferral / active EE | $2,597 | $3,827-32.2% | $5,628-53.9% | $5,331-51.3% |
| Admin fee / account holder | $106 | $94+13.1% | $15,916-99.3% | $109-2.8% |