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 33 4540 REDWOOD HWY · SAN RAFAEL, CA 94903 | Other fees; Securities brokerage | $29,827 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,251 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,350 | $110,483+10.7% | $145,433-15.9% | $79,634+53.6% |
| Participation rate | 98.4% | 71.1%+27.3pp | 82.1%+16.3pp | 62.5%+35.9pp |
| Annual return | 20.53% | 24.62%-4.1pp | 66.58%-46.0pp | 36.46%-15.9pp |
| Employer contribution / active EE | $6,894 | $4,053+70.1% | $4,554+51.4% | $2,529+172.6% |
| Participant deferral / active EE | $19,281 | $7,216+167.2% | $7,897+144.1% | $3,835+402.8% |
| Admin fee / account holder | $142 | $680-79.2% | $13,129-98.9% | $1,002-85.9% |