Filed December 16, 2021
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) | $60,367 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,691 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,590 | $129,021-5.0% | $184,203-33.4% | $77,643+57.9% |
| Participation rate | 96.9% | 87.3%+9.6pp | 86.8%+10.1pp | 70.6%+26.4pp |
| Annual return | 16.22% | 33.27%-17.1pp | 28.81%-12.6pp | 31.24%-15.0pp |
| Employer contribution / active EE | $5,907 | $4,413+33.9% | $6,427-8.1% | $2,726+116.7% |
| Participant deferral / active EE | $8,472 | $7,297+16.1% | $9,131-7.2% | $4,647+82.3% |
| Admin fee / account holder | $142 | $254-44.2% | $13,901-99.0% | $430-67.1% |