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) | $137,338 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,281 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,747 | $89,282-27.5% | $94,646-31.6% | $74,419-13.0% |
| Participation rate | 97.1% | 82.4%+14.7pp | 80.8%+16.2pp | 70.7%+26.3pp |
| Annual return | 19.34% | 25.96%-6.6pp | 156.71%-137.4pp | 34.38%-15.0pp |
| Employer contribution / active EE | $3,120 | $3,022+3.2% | $3,672-15.0% | $2,637+18.3% |
| Participant deferral / active EE | $4,308 | $8,425-48.9% | $7,418-41.9% | $4,528-4.9% |
| Admin fee / account holder | $204 | $219-6.7% | $7,231-97.2% | $348-41.3% |