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) | $18,053 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,243 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,344 |
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 | $29,336 | $48,335-39.3% | $121,098-75.8% | $71,457-58.9% |
| Participation rate | 90.8% | 54.3%+36.5pp | 69.5%+21.3pp | 67.9%+22.9pp |
| Annual return | 15.26% | 23.32%-8.1pp | 985.75%-970.5pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,188 | $1,489-20.2% | $4,164-71.5% | $2,588-54.1% |
| Participant deferral / active EE | $3,192 | $2,754+15.9% | $4,080-21.8% | $4,289-25.6% |
| Admin fee / account holder | $248 | $1,841-86.5% | $5,644-95.6% | $1,587-84.4% |