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) | $16,675 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,202 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,573 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,961 | $45,602-18.9% | $117,472-68.5% | $66,914-44.8% |
| Participation rate | 55.8% | 57.6%-1.8pp | 70.6%-14.8pp | 69.8%-14.0pp |
| Annual return | -16.04% | -16.74%+0.7pp | 29.74%-45.8pp | 1.58%-17.6pp |
| Employer contribution / active EE | $877 | $1,579-44.5% | $4,176-79.0% | $2,544-65.5% |
| Participant deferral / active EE | $2,529 | $2,845-11.1% | $4,070-37.9% | $4,237-40.3% |
| Admin fee / account holder | $346 | $661-47.6% | $5,645-93.9% | $593-41.7% |