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 | Securities brokerage; Other fees | $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 | $119,446+2.4% | $150,045-18.5% | $85,563+43.0% |
| Participation rate | 98.4% | 75.4%+23.0pp | 82.3%+16.1pp | 66.0%+32.4pp |
| Annual return | 20.53% | 23.72%-3.2pp | 62.55%-42.0pp | 31.51%-11.0pp |
| Employer contribution / active EE | $6,894 | $4,078+69.1% | $4,693+46.9% | $2,654+159.8% |
| Participant deferral / active EE | $19,281 | $7,985+141.5% | $7,997+141.1% | $4,375+340.7% |
| Admin fee / account holder | $142 | $548-74.1% | $13,435-98.9% | $834-83.0% |