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) | $50,708 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,813 | $64,119+55.7% | $112,228-11.1% | $66,914+49.2% |
| Participation rate | 98.7% | 68.5%+30.2pp | 75.1%+23.6pp | 69.8%+28.9pp |
| Annual return | -13.79% | -13.81%0pp | 27.45%-41.2pp | 1.58%-15.4pp |
| Employer contribution / active EE | $7,059 | $3,005+134.9% | $3,635+94.2% | $2,544+177.5% |
| Participant deferral / active EE | $6,217 | $3,693+68.3% | $4,728+31.5% | $4,237+46.7% |
| Admin fee / account holder | $271 | $625-56.6% | $6,410-95.8% | $593-54.3% |