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) | $66,046 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,642 | $131,799-0.9% | $200,582-34.9% | $85,563+52.7% |
| Participation rate | 97.2% | 87.9%+9.3pp | 86.9%+10.3pp | 66.0%+31.3pp |
| Annual return | 15.80% | 21.59%-5.8pp | 42.33%-26.5pp | 31.51%-15.7pp |
| Employer contribution / active EE | $6,564 | $4,532+44.8% | $6,419+2.3% | $2,654+147.4% |
| Participant deferral / active EE | $8,428 | $7,702+9.4% | $9,331-9.7% | $4,375+92.6% |
| Admin fee / account holder | $125 | $235-46.8% | $16,305-99.2% | $834-85.0% |