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) | $94,749 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,341 |
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 | $60,529 | $106,028-42.9% | $146,958-58.8% | $77,643-22.0% |
| Participation rate | 99.8% | 78.4%+21.4pp | 82.2%+17.6pp | 70.6%+29.2pp |
| Annual return | 18.44% | 56.73%-38.3pp | 418.34%-399.9pp | 31.24%-12.8pp |
| Employer contribution / active EE | $6,055 | $4,063+49.0% | $4,933+22.8% | $2,726+122.2% |
| Participant deferral / active EE | $11,684 | $7,990+46.2% | $8,070+44.8% | $4,647+151.4% |
| Admin fee / account holder | $170 | $337-49.6% | $12,998-98.7% | $430-60.5% |