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) | $20,638 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,627 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,816 |
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 | $32,846 | $52,406-37.3% | $129,207-74.6% | $74,495-55.9% |
| Participation rate | 92.0% | 53.8%+38.2pp | 69.6%+22.4pp | 67.2%+24.8pp |
| Annual return | 11.98% | 15.66%-3.7pp | 9417.33%-9405.3pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,438 | $1,531-6.0% | $4,153-65.4% | $2,623-45.2% |
| Participant deferral / active EE | $3,771 | $2,794+35.0% | $4,168-9.5% | $4,346-13.2% |
| Admin fee / account holder | $291 | $2,633-88.9% | $7,715-96.2% | $1,942-85.0% |