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) | $73,488 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,894 |
MRPR GROUP PC2 years Service code 10 28411 NORTHWESTERN HWY STE 800 · SOUTHFIELD, MI 480345538 | Accounting | $14,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,119 | $58,778+0.6% | $129,207-54.2% | $77,643-23.9% |
| Participation rate | 63.4% | 59.2%+4.2pp | 69.6%-6.2pp | 70.6%-7.1pp |
| Annual return | 8.91% | 24.73%-15.8pp | 9417.33%-9408.4pp | 31.24%-22.3pp |
| Employer contribution / active EE | $1,925 | $1,952-1.4% | $4,153-53.6% | $2,726-29.4% |
| Participant deferral / active EE | $2,246 | $3,212-30.1% | $4,168-46.1% | $4,647-51.7% |
| Admin fee / account holder | $292 | $589-50.4% | $7,715-96.2% | $430-32.1% |